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Kotak Gilt-Investment Regular-Growth

Kotak · Gilt
Moderate
₹97.05
Current NAV
25 Jun 2026
7.4%
1Y Return
5.9%
3Y CAGR
5.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.84).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.84).
  • Well-diversified portfolio aligned with the Gilt mandate.
Cons / Risks
  • Higher expense ratio (1.84%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.84
Sharpe Ratio
1.44
Beta
6.84
Alpha
2.28
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Fund Details
Fund House Kotak
Category Gilt
AUM ₹1390 Cr
Expense Ratio 1.84%
Min SIP ₹500
Min Lumpsum ₹1000
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