Kotak Nifty PSU Bank ETF
Direct · Growth ₹835.12
06 Jul 2026
NAV
8.0%
3Y CAGR
4.3%
5Y CAGR
1.7%
10Y CAGR
3.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.72
Sharpe
-80.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.66 L | 18.7% | -80.2% | 203.3% |
| 3 Years | ₹36.00 L | ₹39.63 L | 9.7% | -53.0% | 65.1% |
| 5 Years | ₹60.00 L | ₹63.89 L | 6.8% | -38.0% | 49.0% |
| 7 Years | ₹84.00 L | ₹88.64 L | 5.3% | -29.8% | 34.0% |
| 10 Years | ₹1.20 Cr | ₹1.27 Cr | 3.9% | -23.7% | 22.6% |
| 12 Years | ₹1.44 Cr | ₹2.05 Cr | 4.0% | -19.1% | 18.2% |
| 15 Years | ₹1.80 Cr | ₹3.96 Cr | 9.0% | 0.7% | 14.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 18.7% | 13.4% |
| 3 Years | 9.7% | 9.3% |
| 5 Years | 6.8% | 5.7% |
| 7 Years | 5.3% | 6.2% |
| 10 Years | 3.9% | 5.8% |
| 12 Years | 4.0% | 8.7% |
| 15 Years | 9.0% | 8.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.5% | 9.9% | -67.4% | 153.8% | 0.20 | 0.37 | 57% | — | — |
| 3 Years | 8.0% | 2.9% | -34.2% | 61.5% | 0.07 | 0.12 | 56% | — | — |
| 5 Years | 4.3% | 1.6% | -21.6% | 45.8% | -0.15 | -0.23 | 56% | — | — |
| 10 Years | 1.7% | 2.2% | -13.5% | 17.1% | -0.72 | -0.60 | 63% | — | — |
-80.7%
Max Drawdown
116 mo
Drawdown Duration
43 mo
Recovery Time
-35.7%
Avg Drawdown
Calmar Ratio by Duration
0.18
1Y
0.10
3Y
0.05
5Y
0.02
7Y
0.02
10Y
0.02
12Y
0.06
15Y