Kotak Nifty Top 10 Equal Weight Index Fund
Direct · Growth ₹8.84
19 Oct 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.
-6.62
Sharpe
-19.8%
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 | ₹11.16 L | -14.6% | -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 | -14.6% | 14.3% | 5.8% | -28.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -10.4% | -11.1% | -14.5% | -4.8% | -6.62 | -0.99 | 0% | — | — |
-19.8%
Max Drawdown
9 mo
Drawdown Duration
Not recovered
Recovery Time
-8.4%
Avg Drawdown
Calmar Ratio by Duration
-0.52
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -3.28 | 0.97 | 93.9% | 97.8% | -14.1% | -11.4% |
| 3 Years | -2.18 | 0.97 | 94.3% | 100.4% | -4.1% | -2.2% |
| 5 Years | -1.40 | 0.97 | 94.3% | 100.4% | -2.5% | -1.3% |
| 7 Years | -1.06 | 0.97 | 94.3% | 100.4% | -1.8% | -0.9% |
| 10 Years | -0.80 | 0.97 | 94.3% | 100.4% | -1.3% | -0.7% |
| 12 Years | -0.70 | 0.97 | 94.3% | 100.4% | -1.1% | -0.6% |
| 15 Years | -0.59 | 0.97 | 94.3% | 100.4% | -0.8% | -0.4% |