Kotak BSE Sensex ETF Direct Growth

Scheme code: INF174KA1JD7 NAV value: ₹ 80.9057 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Other ETFs

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-90.4894.0810.145.4610.87
3 year-49.6523.569.39-2.490.77
5 year-31.2318.657.87-2.41-1.39
7 year-20.2714.768.21-1.511.47
10 year-12.4214.54-10.00-2.953.83
12 year-9.86-5.50-6.86-7.204.55
15 year-5.55-4.30-5.07-5.042.66

SIP rolling returns

Summary

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 (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,46,835 - Absolute Returns: ₹46,835 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,88,581 - Absolute Returns: ₹3,88,581 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,16,137 - Absolute Returns: ₹9,16,137 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,02,86,372 - Absolute Returns: ₹18,86,372 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹88,55,575 - Absolute Returns: ₹-31,44,425 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹60,17,417 - Absolute Returns: ₹-83,82,583 - CAGR: %

SIP return for 15 year

- Total Invested Amount: ₹1,80,00,000 - Final Portfolio Value: ₹93,08,935 - Absolute Returns: ₹-86,91,065 - CAGR: %

Drawdown Metrics

Max Drawdown

-90.97 %

Drawdown Duration

9 months

Avg Drawdown

-25.88 %

Calmar Ratio by Duration

1 Y

0.06

3 Y

-0.0274

5 Y

-0.0265

7 Y

-0.0166

10 Y

-0.0324

12 Y

-0.0791

15 Y

-0.0554