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Kotak FMP Series 239 - Regular plan- Payout of Income Distribution cum capital withdrawal Option

Kotak · Sectoral
Very High
₹13.52
Current NAV
11 Apr 2022
5.9%
1Y Return
8.7%
3Y CAGR
28.1%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.91).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.91%) 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: Very High Risk
Low Moderate High Very High
Risk Metrics
1.91
Sharpe Ratio
1.51
Beta
0.91
Alpha
2.50
Sortino
Fund Details
Fund House Kotak
Category Sectoral
AUM ₹460 Cr
Expense Ratio 1.91%
Min SIP ₹500
Min Lumpsum ₹1000
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