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Kotak FMP Series 210-Regular Plan-Growth option

Kotak · Equity Fund
High
₹12.20
Current NAV
22 Oct 2020
23.9%
1Y Return
16.9%
3Y CAGR
13.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.29).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.79).
  • Very large asset base (AUM: ₹10,840 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.19%) 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
1.29
Sharpe Ratio
0.59
Beta
2.79
Alpha
1.66
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Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹10840 Cr
Expense Ratio 2.19%
Min SIP ₹500
Min Lumpsum ₹1000
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