InvestVerdict
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund
Regular Plan · IDCW · Index Funds · Scheme code 149853
Fund houseKotak Mahindra Mutual Fund
CategoryIndex Funds
Plan & optionRegular · IDCW
History4.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.38 | 1.61 | 2.78 | 6.03 | 7.33 | — | — | — | 6.22 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Index Funds category median |
— | — | — | 5.59 | 7.63 | 8.89 | — | 11.16 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.5% | 0.57 | 0.79 | 0.05 | -0.47% | -3.6% | 12.73 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 54 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 170 | 2.1% | 7.5% | 9.4% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.