Home› Funds› Kotak India Gorwth Fund - Series I - Regular Plan

Kotak India Gorwth Fund - Series I - Regular Plan - Dividend

Kotak · Equity Fund
High
₹11.01
Current NAV
07 May 2018
11.7%
1Y Return
12.7%
3Y CAGR
12.7%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.37).
  • Very large asset base (AUM: ₹15,420 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
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
0.87
Sharpe Ratio
1.37
Beta
6.37
Alpha
1.02
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹15420 Cr
Expense Ratio 1.77%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Equity Fund
ICICI Prudential Floating Interest Fund - Daily IDCW
ICICI Prudential
₹100.88 31.9%
Franklin India Money Market Fund Retail Option - Monthly - IDCW
Franklin India Money Market
₹10.46 31.9%
PGIM India Money Market Fund - Segregated Portfolio 1 - Regular plan - Growth option
PGIM India
₹0.00 31.9%
Axis Momentum Fund - Direct Plan - Growth Option
Axis
₹8.93 31.9%