Kotak Nifty Top 10 Equal Weight Index Fund
Direct · Growth ₹9.09
18 Aug 2026
NAV
-10.4%
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.
-6.73
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.
0.22%
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 | ₹11.17 L | -14.8% | -24.9% | -5.6% |
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 | -14.8% | 14.4% | 9.4% | -29.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -10.4% | -11.1% | -14.4% | -4.8% | -6.73 | -0.99 | 0% | — | — |
-18.8%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-7.3%
Avg Drawdown
Calmar Ratio by Duration
-0.55
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -5.21 | 0.97 | 92.8% | 100.8% | -7.8% | -2.9% |
| 3 Years | -3.02 | 0.97 | 93.3% | 102.9% | -3.3% | -0.4% |
| 5 Years | -1.89 | 0.97 | 93.3% | 102.9% | -2.0% | -0.3% |
| 7 Years | -1.40 | 0.97 | 93.3% | 102.9% | -1.4% | -0.2% |
| 10 Years | -1.03 | 0.97 | 93.3% | 102.9% | -1.0% | -0.1% |
| 12 Years | -0.89 | 0.97 | 93.3% | 102.9% | -0.8% | -0.1% |
| 15 Years | -0.75 | 0.97 | 93.3% | 102.9% | -0.7% | -0.1% |