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Kotak FMP Series 158 (370 Days) - Growth

Kotak · Equity Fund
High
₹12.78
Current NAV
02 May 2017
7.6%
1Y Return
8.4%
3Y CAGR
19.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.43).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.43).
  • 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
1.43
Sharpe Ratio
1.03
Beta
2.43
Alpha
1.62
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹5480 Cr
Expense Ratio 1.43%
Min SIP ₹500
Min Lumpsum ₹1000
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