Home› Funds› Kotak Fixed Maturity Plan Series 329 - 90 Days - R

Kotak Fixed Maturity Plan Series 329 - 90 Days - Regular Plan - Growth Option

Kotak · Sectoral
Very High
₹10.19
Current NAV
19 Jun 2024
40.2%
1Y Return
17.2%
3Y CAGR
24.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Very large asset base (AUM: ₹11,570 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.52
Sharpe Ratio
0.52
Beta
-2.48
Alpha
1.85
Sortino
Fund Details
Fund House Kotak
Category Sectoral
AUM ₹11570 Cr
Expense Ratio 1.32%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Sectoral
Franklin India Short-Term Income Plan-Institutional Plan - Growth
UTI
₹12430.00 192.0%
Nippon India Capital Builder Fund IV- Series C- Direct Plan-Dividend Payout Option
Nippon India
₹11.48 170.6%
Nippon India Capital Builder Fund IV- Series C- Direct Plan-Growth Option
Nippon India
₹11.48 170.6%
Nippon India Capital Builder Fund IV- Series C- Dividend Payout Option
Nippon India
₹11.17 169.3%