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Kotak FMP Series 175 (1100 Days) - Regular Dividend

Kotak · Equity Fund
High
₹12.74
Current NAV
26 Jun 2018
30.5%
1Y Return
13.5%
3Y CAGR
20.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Generates significant excess returns relative to benchmark index (Alpha: 3.45).
  • Very large asset base (AUM: ₹15,500 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: High Risk
Low Moderate High Very High
Risk Metrics
0.95
Sharpe Ratio
0.85
Beta
3.45
Alpha
1.19
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Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹15500 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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