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Kotak FMP Series 172 - Regular Dividend

Kotak · Equity Fund
High
₹13.20
Current NAV
26 Apr 2018
8.4%
1Y Return
9.4%
3Y CAGR
13.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.24%) which can affect compounding over long horizons.
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
1.84
Sharpe Ratio
1.44
Beta
-1.16
Alpha
2.28
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹1890 Cr
Expense Ratio 2.24%
Min SIP ₹500
Min Lumpsum ₹1000
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