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Kotak FMP Series 151 (388 Days) - Dividend

Kotak · Equity Fund
High
₹12.74
Current NAV
05 Apr 2017
7.8%
1Y Return
8.3%
3Y CAGR
13.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.68).
  • Very large asset base (AUM: ₹17,230 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
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: High Risk
Low Moderate High Very High
Risk Metrics
1.68
Sharpe Ratio
1.58
Beta
-1.82
Alpha
2.32
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹17230 Cr
Expense Ratio 1.58%
Min SIP ₹500
Min Lumpsum ₹1000
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