Kotak Nifty Top 10 Equal Weight Index Fund
Direct · Growth ₹9.13
06 Jul 2026
NAV
-11.5%
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.
-11.32
Sharpe
-18.8%
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 | ₹11.14 L | -16.0% | -24.9% | -11.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | -16.0% | 14.5% | 9.1% | -30.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -11.5% | -11.5% | -14.4% | -8.5% | -11.32 | -1.00 | 0% | — | — |
-18.8%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-6.8%
Avg Drawdown
Calmar Ratio by Duration
-0.61
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -7.06 | 0.96 | 93.0% | 102.8% | -10.1% | -3.4% |
| 3 Years | -3.07 | 0.97 | 93.6% | 103.7% | -3.1% | -0.3% |
| 5 Years | -1.94 | 0.97 | 93.6% | 103.7% | -1.9% | -0.2% |
| 7 Years | -1.45 | 0.97 | 93.6% | 103.7% | -1.4% | -0.1% |
| 10 Years | -1.08 | 0.97 | 93.6% | 103.7% | -0.9% | -0.1% |
| 12 Years | -0.94 | 0.97 | 93.6% | 103.7% | -0.8% | -0.1% |
| 15 Years | -0.80 | 0.97 | 93.6% | 103.7% | -0.6% | -0.1% |