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Kotak Gilt Invest - PF & Trust Plan (IDCW) Gilt Funds - Medium & Long Term
INVEST

Plan: OPEN | Option: Dividend | Abhishek Bisen

23 Dec 24 | 12:00 AM

11.88 -0.11 (-0.88%)

  • Underperforms

    8.35%

    Return (1Y)

    underperformed Gilt Funds - Medium & Long Term by -0.54%

  • More Volatile

    0.18%

    Standard Deviation (1Y)

    Higher than Gilt Funds - Medium & Long Term by 0.04%

  • Not so consistent

    4/12

    Months

    Has beaten Gilt Funds - Medium & Long Term

  • Value research rating

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Kotak Gilt Invest - PF & Trust Plan (IDCW), has underperformed its benchmark, Gilt Funds - Medium & Long Term by -0.54% (CAGR difference)

8.35%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

24 Dec 2023

Risk

In last 1 year , the volatility of Kotak Gilt Invest - PF & Trust Plan (IDCW),is Higher than its benchmark, Gilt Funds - Medium & Long Term by 0.04%

0.18%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It has beaten its benchmark, Gilt Funds - Medium & Long Term

Consistency Meter

View Stock Composition