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Kotak US Equity Fund - Standard Plan - Growth option

Kotak · Sectoral
Very High
₹19.22
Current NAV
25 Feb 2020
16.3%
1Y Return
12.4%
3Y CAGR
10.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.44).
  • Very large asset base (AUM: ₹21,490 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Sectoral 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: Very High Risk
Low Moderate High Very High
Risk Metrics
1.44
Sharpe Ratio
0.44
Beta
-2.56
Alpha
1.64
Sortino
Fund Details
Fund House Kotak
Category Sectoral
AUM ₹21490 Cr
Expense Ratio 1.64%
Min SIP ₹500
Min Lumpsum ₹1000
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