The 1-year trailing return for Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth is shown in the Trailing Returns section. It is compared against the Debt: Target Maturity category average and benchmark for context.

The 3-year CAGR for Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth is in the Trailing Returns section, with benchmark and category comparisons.

The 5-year CAGR for Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.

Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth has delivered a CAGR of 7.80% since its launch. The fund's maximum historical drawdown has been -0.00%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.

Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.

The Sharpe ratio of Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth is in the Alpha, Beta & Sharpe section of the Performance tab. Sharpe ratio = (fund return − risk-free rate) ÷ standard deviation, and measures return per unit of risk taken.

The alpha of Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.

The beta of Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.

Rolling returns for Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.

Period-wise annual returns for Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.