MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - IDCW
Side-by-side metrics
Metric#151912
SchemeKotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - IDCW
HouseKotak Mahindra Mutual Fund
CategoryOther Scheme - Index Funds
Latest NAV₹16.797
1M return-2.57%
3M return7.34%
6M return7.70%
1Y return10.97%
3Y CAGR17.58%
5Y CAGR
Inception CAGR18.61%
σ 1Y (annualized)20.51%
σ 3Y (annualized)20.01%
Max drawdown (all)-17.06%
Sharpe 1Y (rf=6%)0.23
Sharpe 3Y (rf=6%)0.53