MF ExpertFund research

Compare funds

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

Clear
Kotak CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund - Direct Plan - IDCW
Side-by-side metrics
Metric#152868
SchemeKotak CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund - Direct Plan - IDCW
HouseKotak Mahindra Mutual Fund
CategoryOther Scheme - Index Funds
Latest NAV₹11.5923
1M return0.61%
3M return2.31%
6M return3.32%
1Y return6.36%
3Y CAGR
5Y CAGR
Inception CAGR7.70%
σ 1Y (annualized)0.78%
σ 3Y (annualized)0.81%
Max drawdown (all)-0.38%
Sharpe 1Y (rf=6%)0.58
Sharpe 3Y (rf=6%)2.09