ReviewPlan n/a · Option n/aPrefer peers first
Kotak Nifty IT ETF
Kotak Mahindra Mutual FundOther Scheme - Other ETFs5.7 years
- NAV
- 35.537
- 29 Oct 2026
- 1Y
- -10.0%
- Trailing CAGR
- AUM
- ₹282.65 Cr
- 30 Jun 2026
- Volatility
- High
- 21.9% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer BANDHAN Nifty 50 ETF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
5.7 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 -41.9%. Ask whether you can hold through a similar fall.
Vs category
Fail
26% 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
n/a
Holdings weights not on file for this scheme yet.
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-10.0%
- 3Y+3.4%
- 5Y+0.4%
- 10Yn/a
- SI+6.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.9%
- 3Y-4.0%
- 5Y+0.7%
- 10Yn/a
- Since inception
- +6.3%
- Calendar-day CAGR
- Excess 1Y
- -4.3%
- Category median, same plan and option
- 3Y win rate
- +26%
- Windows beating the median
- 3Y percentile
- 26
- Vs comparable share classes
- SIP 3Y XIRR
- -4.0%
- Simulated monthly SIP
- Worst rolling 3Y
- -3.0%
- 656 daily-ending windows
- Median rolling 3Y
- +8.6%
- Calendar-day CAGR
- Positive rolling 5Y
- +73%
- 162 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -41.9%
- Worst peak-to-trough
- Current
- -27.7%
- Below last peak
- Current spell
- 685 days
- Days below latest peak
- Time below peak
- +94%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 24 days
- 34 recovered episodes
- Longest recovery
- 571 days
- Trough to prior peak
13 Dec 2024 – open
Trough 1 Jul 2026 · not recovered
-41.9%
4 Jan 2022 – 6 Feb 2024
Trough 15 Jul 2022 · recovered in 571 days
-32.0%
16 Feb 2024 – 12 Jul 2024
Trough 4 Jun 2024 · recovered in 38 days
-15.3%
19 Oct 2021 – 22 Dec 2021
Trough 29 Oct 2021 · recovered in 54 days
-7.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
26
Vs category
23
Consistency
30
Risk-adjusted
31
Drawdown
0
Mean
22
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
- 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.
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
18 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
17 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
15 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BANDHAN Nifty 50 ETF
Bandhan Mutual Fund
- 1Y
- -11.1%
- 3Y
- +7.5%
- Vol
- 16.0%
- Max DD
- -37.7%
- Sharpe
- 0.40
- 3Y win
- +64%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Nifty Bank ETF
DSP Mutual Fund
- 1Y
- -5.5%
- 3Y
- +9.3%
- Vol
- 15.4%
- Max DD
- -18.3%
- Sharpe
- 0.14
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Nifty Financial Services Ex-Bank ETF
ICICI Prudential Mutual Fund
- 1Y
- -7.9%
- 3Y
- +13.3%
- Vol
- 18.9%
- Max DD
- -16.7%
- Sharpe
- 0.53
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Motilal Oswal Nifty 500 ETF
Motilal Oswal Mutual Fund
- 1Y
- -7.8%
- 3Y
- +10.2%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.26
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India ETF BSE Sensex Next 50
Nippon India Mutual Fund
- 1Y
- -6.2%
- 3Y
- +14.7%
- Vol
- 19.1%
- Max DD
- -38.3%
- Sharpe
- 0.57
- 3Y win
- +96%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns