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Kotak FMP Series 324 - Direct Plan - IDCW Option

Kotak · Equity Fund
High
₹10.23
Current NAV
12 Mar 2024
25.4%
1Y Return
13.4%
3Y CAGR
15.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Very large asset base (AUM: ₹23,990 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: High Risk
Low Moderate High Very High
Risk Metrics
0.94
Sharpe Ratio
0.54
Beta
1.94
Alpha
1.17
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Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹23990 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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