ReviewPlan n/a · Option n/aPrefer peers first
Kotak BSE Sensex ETF
Kotak Mahindra Mutual FundOther Scheme - Other ETFs18.4 years
- NAV
- 87.0944
- 5 Nov 2026
- 1Y
- -4.2%
- Trailing CAGR
- AUM
- ₹24.59 Cr
- 31 Aug 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 5 Nov 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Buy checklist
History depth
Pass
18.4 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -91.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
33% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 63.4% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-4.2%
- 3Y+8.2%
- 5Y-32.6%
- 10Y-11.0%
- SI-3.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.6%
- 3Y+2.4%
- 5Y-0.9%
- 10Y-10.4%
- Since inception
- -3.0%
- Calendar-day CAGR
- Excess 1Y
- -3.9%
- Category median, same plan and option
- 3Y win rate
- +33%
- Windows beating the median
- 3Y percentile
- 47
- Vs comparable share classes
- SIP 3Y XIRR
- +2.4%
- Simulated monthly SIP
- Worst rolling 3Y
- -49.6%
- 3781 daily-ending windows
- Median rolling 3Y
- +8.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +68%
- 3288 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -91.0%
- Worst peak-to-trough
- Current
- -86.5%
- Below last peak
- Current spell
- 1844 days
- Days below latest peak
- Time below peak
- +94%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 19 days
- 125 recovered episodes
- Longest recovery
- 680 days
- Trough to prior peak
18 Oct 2021 – open
Trough 26 Jul 2022 · not recovered
-91.0%
17 Jun 2008 – 31 Jul 2009
Trough 9 Mar 2009 · recovered in 144 days
-47.6%
14 Jan 2020 – 6 Nov 2020
Trough 23 Mar 2020 · recovered in 228 days
-37.9%
9 Nov 2010 – 30 Oct 2013
Trough 20 Dec 2011 · recovered in 680 days
-26.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
47
Vs category
25
Consistency
34
Risk-adjusted
n/a
Drawdown
0
Mean
27
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Portfolio
31 Aug 2026 · 31 holdings · top 10 are 63.4%.
- Top 5
- 44.3%
- Top 10
- 63.4%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
99.6%
Cash
0.4%
Sectors
Financial
39.5%
Technology
18.4%
Energy & Utilities
12.7%
Industrials
9.1%
Consumer Discretionary
8.5%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
5 Nov 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
4 Nov 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
3 Nov 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
2 Nov 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
30 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BANDHAN Nifty 50 ETF
Bandhan Mutual Fund
- 1Y
- -3.2%
- 3Y
- +9.6%
- Vol
- 16.0%
- Max DD
- -37.7%
- Sharpe
- 0.45
- 3Y win
- +64%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Nifty Bank ETF
DSP Mutual Fund
- 1Y
- +0.4%
- 3Y
- +10.7%
- Vol
- 15.4%
- Max DD
- -18.3%
- Sharpe
- 0.23
- 3Y win
- +84%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Nifty PSU Bank ETF
DSP Mutual Fund
- 1Y
- +3.4%
- 3Y
- +19.7%
- Vol
- 25.6%
- Max DD
- -29.7%
- Sharpe
- 0.67
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Nifty Financial Services Ex-Bank ETF
ICICI Prudential Mutual Fund
- 1Y
- -0.2%
- 3Y
- +16.0%
- Vol
- 19.0%
- Max DD
- -16.7%
- Sharpe
- 0.64
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Motilal Oswal Nifty 500 ETF
Motilal Oswal Mutual Fund
- 1Y
- -1.2%
- 3Y
- +11.7%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.39
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns