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Kotak FMP Series 247 - Regular Plan -Payout of Income Distribution cum capital withdrawal Option

Kotak · Sectoral
Very High
₹13.31
Current NAV
28 Apr 2022
3.9%
1Y Return
7.5%
3Y CAGR
20.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹11,180 Cr) indicating high investor trust and liquidity.
  • 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 (2.13%) 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: Very High Risk
Low Moderate High Very High
Risk Metrics
1.13
Sharpe Ratio
1.33
Beta
-0.87
Alpha
1.28
Sortino
Fund Details
Fund House Kotak
Category Sectoral
AUM ₹11180 Cr
Expense Ratio 2.13%
Min SIP ₹500
Min Lumpsum ₹1000
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