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Kotak Banking and PSU Debt - Growth

Kotak · Banking & PSU
Moderate
₹69.17
Current NAV
23 Oct 2026
3.6%
1Y Return
6.7%
3Y CAGR
5.8%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.33).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.33
Sharpe Ratio
1.23
Beta
-0.17
Alpha
1.77
Sortino
Fund Details
Fund House Kotak
Category Banking & PSU
AUM ₹8380 Cr
Expense Ratio 1.63%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
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