MF
MFGenie.ai
ETFregulargrowth📊 NIFTY IT TRI

Kotak Nifty IT ETF

Kotak Mahindra Mutual Fund

#224 of 229 (1Y)

₹32.1899

0.19 (+0.60%)

NAV as of 29 May 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-3.19%
1 Month-10.52%
3 Months-13.07%
6 Months-21.29%
1 Year-23.32%
3 Years (CAGR)+2.21%
5 Years (CAGR)+3.81%
10 Years (CAGR)
Since Inception (Mar 2021)+4.12%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-30.09%
3 Year SIP-11.09%
5 Year SIP-4.05%
Since Inception (Mar 2021)-3.50%

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹6,306

Value today

4.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,10,000

Withdrawn

₹9,73,941

Corpus left

+₹2,83,941 net gain — withdrew ₹3,10,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,16,465

Value today

-18.5%

vs lumpsum

Direct lumpsum would have beaten STP by 18.5% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹92,676

Value today

0.9×

Multiple

Read: Staying invested through crashes

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryETF
Plan Typeregular
Optiongrowth
AUM₹401 Cr
Min Lumpsum₹5,000
BenchmarkNIFTY IT TRI
Launch Date02 Mar 2021
AMFI Code148763

Risk Metrics

Trailing 1 year, annualised

-1.40

Sharpe Ratio

Alpha

Beta

-1.33

Sortino

22.78%

Std Dev

-38.59%

Max Drawdown

Portfolio Strategy

This is an Exchange Traded Fund (ETF) listed on Indian stock exchanges. It passively tracks an index or commodity.

Tracks:NIFTY IT TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

Kotak Nifty IT ETF is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Kotak Nifty IT ETF is a ETF mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹401 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY IT TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations