Kotak BSE Sensex Index Fund Direct Growth

Scheme code: INF174KA1UV6 NAV value: ₹ 9.8550 NAV date: 19 March, 2026 TER: 0.14%

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	2.03	11.67	9.53	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: ₹12,20,678 - Absolute Returns: ₹20,678 - CAGR: %

Max Drawdown

-13.07 %

Drawdown Duration

2 months

Avg Drawdown

-2.09 %

1 Y

0.6174

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.21	0.98	97.7	99.3	2.84 %	4.00 %
3 years	-0.58	0.98	97.2	99.0	0.42 %	0.89 %
5 years	-0.40	0.98	97.2	99.0	0.25 %	0.53 %
7 years	-0.33	0.98	97.2	99.0	0.18 %	0.38 %
10 years	-0.28	0.98	97.2	99.0	0.12 %	0.27 %
12 years	-0.25	0.98	97.2	99.0	0.10 %	0.22 %
15 years	-0.23	0.98	97.2	99.0	0.08 %	0.18 %