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Kotak FMP Series 193 - Regular - Growth

Kotak · Equity Fund
High
₹12.13
Current NAV
02 May 2019
1.4%
1Y Return
6.6%
3Y CAGR
21.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.41).
  • Very large asset base (AUM: ₹18,960 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.21%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.41
Sharpe Ratio
1.01
Beta
6.41
Alpha
1.57
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹18960 Cr
Expense Ratio 2.21%
Min SIP ₹500
Min Lumpsum ₹1000
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