Kotak Technology Fund
Direct · Growth ₹10.36
17 Jul 2026
NAV
-2.4%
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.
-0.85
Sharpe
-28.6%
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 | ₹11.64 L | -7.2% | -31.4% | 22.1% |
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 | -7.2% | 14.5% | 13.7% | -21.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -2.4% | -5.0% | -22.1% | 21.6% | -0.85 | -0.68 | 30% | — | — |
-28.6%
Max Drawdown
19 mo
Drawdown Duration
Not recovered
Recovery Time
-10.8%
Avg Drawdown
Calmar Ratio by Duration
-0.09
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -11.21 | 0.79 | 85.1% | 98.6% | -12.3% | -3.1% |
| 3 Years | -2.30 | 0.85 | 90.3% | 91.5% | 1.1% | 2.9% |
| 5 Years | -1.76 | 0.85 | 90.3% | 91.5% | 0.7% | 1.7% |
| 7 Years | -1.53 | 0.85 | 90.3% | 91.5% | 0.5% | 1.2% |
| 10 Years | -1.36 | 0.85 | 90.3% | 91.5% | 0.3% | 0.9% |
| 12 Years | -1.30 | 0.85 | 90.3% | 91.5% | 0.3% | 0.7% |
| 15 Years | -1.22 | 0.85 | 90.3% | 91.5% | 0.2% | 0.6% |