OtherIndex FundsDirect · Growth
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund-Direct-Growth
Kotak Mahindra · Scheme 153372
₹11.05▲ 0.02%NAV · 2026-09-18
Strong FundScore
AUM
₹319 cr
Expense ratio
0.12%
3Y CAGR
—
Risk level
Low
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Manu SharmaExit load: Nil
Strong · 74/100
A high-quality fund that scores well on the factors that matter.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Excellent risk-adjusted returns (Sharpe 1.75) — reward isn't just from taking more risk.
- ✓Protects capital well — worst-ever fall was only 0%.
- ✓Low volatility (0% a year) — a steady, low-drama ride.
- ✓Low cost — 0.12% expense ratio means more of the return stays with you.
- ✓Sortino ratio: 3.69
- ✓Max drawdown: -0%
📉 What could drag it down
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: +6.8%
FundScore breakdown
74/100 · Strong
Returns
Weak
Consistency
Average
Risk-adjusted
Excellent
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.