Kotak US Specific Equity Passive Fund of Funds
Direct · Growth ₹25.23
21 Apr 2026
NAV
22.4%
3Y CAGR
18.8%
5Y CAGR
20.0%
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.
15.18
Sharpe
-29.1%
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 | ₹13.46 L | 20.4% | -38.8% | 64.9% |
| 3 Years | ₹36.00 L | ₹52.11 L | 26.8% | 11.6% | 35.4% |
| 5 Years | ₹60.00 L | ₹1.05 Cr | 23.6% | 21.1% | 25.9% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 20.4% | 2.1% | +18.3% |
| 3 Years | 26.8% | 11.2% | +15.6% |
| 5 Years | 23.6% | 11.1% | +12.5% |