Home› Funds› Kotak FMP Series 156 (370 Days) - Direct Dividend

Kotak FMP Series 156 (370 Days) - Direct Dividend

Kotak · Equity Fund
High
₹12.79
Current NAV
18 Apr 2017
31.0%
1Y Return
13.0%
3Y CAGR
21.0%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.8%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.90).
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
0.90
Sharpe Ratio
1.10
Beta
2.90
Alpha
1.08
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹8450 Cr
Expense Ratio 0.80%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Equity Fund
ICICI Prudential Floating Interest Fund - Daily IDCW
ICICI Prudential
₹100.88 31.9%
Franklin India Money Market Fund Retail Option - Monthly - IDCW
Franklin India Money Market
₹10.46 31.9%
PGIM India Money Market Fund - Segregated Portfolio 1 - Regular plan - Growth option
PGIM India
₹0.00 31.9%
Axis Momentum Fund - Direct Plan - Growth Option
Axis
₹8.93 31.9%