Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -0.11% | 0.06% | 1.29% | 2.96% | 5.93% | – | – | – | – |
NAV history
About this fund
Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund is a passive index fund/ETF offered by Kotak Mahindra Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹10.65, with assets under management of about ₹1,068 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund has recorded a return of about 5.9%. Its annualised volatility is 0.6% — relatively low fluctuations — and its Sharpe ratio is -0.92, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX FUND Other Scheme - Index Funds | -9.80 | -7.96 | -7.68 | – | – | – | – | 0.29 |
| HDFC BSE India Sector Leaders Index Fund Other Scheme - Index Funds | -4.40 | -5.86 | -5.85 | – | – | – | – | – |
| DSP Nifty Midcap 150 Index Fund Other Scheme - Index Funds | -10.27 | -9.30 | -6.71 | – | – | – | – | 0.21 |
| DSP Nifty Smallcap 250 Index Fund Other Scheme - Index Funds | -11.11 | -7.15 | -1.19 | – | – | – | – | 0.22 |
| Navi Nifty Midsmallcap 400 Index Fund Other Scheme - Index Funds | -10.48 | -8.53 | -4.98 | – | – | – | – | 0.15 |
| Kotak Nifty500 Momentum 50 Index Fund Other Scheme - Index Funds | -10.43 | -7.06 | -5.41 | – | – | – | – | – |
| Tata BSE Multicap Consumption 50:30:20 Index Fund Other Scheme - Index Funds | -9.27 | -9.71 | -7.20 | – | – | – | – | 0.24 |
| DSP Nifty 500 Index Fund Other Scheme - Index Funds | -6.57 | -6.59 | -5.56 | – | – | – | – | 0.17 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Dividend Yield Fund Equity Scheme - Dividend Yield Fund | -5.86 | -7.23 | -6.63 | – | – | – | – | – |
| Kotak Nifty200 Value 30 Index Fund Index Funds - Equity Funds | -7.53 | -9.11 | -12.82 | – | – | – | – | – |
| Kotak Services Fund Equity Scheme - Sectoral/Thematic | -3.87 | -3.01 | -3.39 | – | – | – | – | – |
| Kotak Multi Factor Passive FOF Other Scheme - FoF Domestic | -6.70 | -9.01 | -9.89 | – | – | – | – | – |
| Kotak Quality Overseas Equity Active FOF Other Scheme - FoF Overseas | 0.47 | 5.14 | 11.45 | – | – | – | – | – |
| Kotak Multi Asset Active FOF Other Scheme - FoF Domestic | -5.92 | -5.21 | – | – | – | – | – | – |
| Kotak Nifty Bank Index Fund Index Funds - Equity Funds | -4.06 | – | – | – | – | – | – | – |
| Kotak Diversified Equity All Cap Omni FOF Other Scheme - FoF Domestic | -5.33 | – | – | – | – | – | – | – |