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Kotak Monthly Interval Plan Series 4-Regular Plan- Growth

Kotak · Equity Fund
High
₹10.07
Current NAV
17 Apr 2019
27.2%
1Y Return
10.2%
3Y CAGR
17.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • 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.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.62
Sharpe Ratio
0.52
Beta
-0.88
Alpha
0.76
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹9670 Cr
Expense Ratio 1.72%
Min SIP ₹500
Min Lumpsum ₹1000
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