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Kotak FMP Series 219-Regular Plan-Payout of Income Distribution cum capital withdrawal Option

Kotak · Sectoral
Very High
₹12.54
Current NAV
26 May 2021
26.1%
1Y Return
23.1%
3Y CAGR
25.1%
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: 1.61).
  • Very large asset base (AUM: ₹10,660 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: Very High Risk
Low Moderate High Very High
Risk Metrics
1.61
Sharpe Ratio
1.51
Beta
-1.89
Alpha
2.11
Sortino
Fund Details
Fund House Kotak
Category Sectoral
AUM ₹10660 Cr
Expense Ratio 1.51%
Min SIP ₹500
Min Lumpsum ₹1000
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