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Kotak FMP Series 265-Regular Plan-Growth Option

Kotak · Equity Fund
High
₹12.63
Current NAV
21 Jun 2022
3.9%
1Y Return
7.1%
3Y CAGR
16.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.86%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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: High Risk
Low Moderate High Very High
Risk Metrics
0.76
Sharpe Ratio
0.66
Beta
-0.74
Alpha
1.03
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹7810 Cr
Expense Ratio 1.86%
Min SIP ₹500
Min Lumpsum ₹1000
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