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Kotak FMP Series 228-Direct Plan - Growth Option

Kotak · Equity Fund
High
₹12.79
Current NAV
19 Jul 2021
4.0%
1Y Return
8.0%
3Y CAGR
18.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.17%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.37).
  • Well-diversified portfolio aligned with the Equity Fund mandate.
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
0.87
Sharpe Ratio
1.37
Beta
4.37
Alpha
1.02
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹4920 Cr
Expense Ratio 0.17%
Min SIP ₹500
Min Lumpsum ₹1000
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