Kotak BSE PSU Index Fund Direct Growth

Scheme code: INF174KA1SL1 NAV value: ₹ 9.3130 NAV date: 19 March, 2026 TER: 0.39%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-14.43	41.98	5.39	8.07	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	8.07
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	8.07
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	8.07
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	8.07
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,84,634 - Absolute Returns: ₹84,634 - CAGR: %

Max Drawdown

-26.84 %

Drawdown Duration

6 months

Recovery Time

11 months

Avg Drawdown

-9.25 %

1 Y

0.3006

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	21.88	1.04	118.7	92.1	25.79 %	4.00 %
3 years	2.66	1.19	122.0	117.7	0.46 %	-0.82 %
5 years	2.09	1.19	122.0	117.7	0.28 %	-0.49 %
7 years	1.84	1.19	122.0	117.7	0.20 %	-0.35 %
10 years	1.66	1.19	122.0	117.7	0.14 %	-0.25 %
12 years	1.59	1.19	122.0	117.7	0.12 %	-0.21 %
15 years	1.50	1.19	122.0	117.7	0.09 %	-0.16 %