Kotak Nifty PSU Bank ETF Direct Growth

Scheme code: INF373I01023 NAV value: ₹ 838.7285 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-67.40125.852.2110.2510.87
3 year-34.1961.51-0.276.620.77
5 year-21.5945.79-0.613.53-1.39
7 year-15.5520.16-1.971.061.47
10 year-13.4817.062.772.073.83
12 year-4.9013.175.284.554.55
15 year2.445.903.993.862.66

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: ₹12,51,798 - Absolute Returns: ₹51,798 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,26,724 - Absolute Returns: ₹5,26,724 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,74,120 - Absolute Returns: ₹11,74,120 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,04,39,636 - Absolute Returns: ₹20,39,636 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,90,58,371 - Absolute Returns: ₹70,58,371 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,03,12,454 - Absolute Returns: ₹1,59,12,454 - CAGR: %

SIP return for 15 year

- Total Invested Amount: ₹1,80,00,000 - Final Portfolio Value: ₹4,71,18,955 - Absolute Returns: ₹2,91,18,955 - CAGR: %

Drawdown Metrics

Max Drawdown

-80.72 %

Drawdown Duration

116 months

Recovery Time

44 months

Avg Drawdown

-38.37 %

Calmar Ratio by Duration

1 Y

0.127

3 Y

0.082

5 Y

0.0437

7 Y

0.0131

10 Y

0.0256

12 Y

0.0564

15 Y

0.0478