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

Plan: OPEN | Option: Dividend | Abhishek Bisen

09 Jan 26 | 12:00 AM

11.69 -0.01 (-0.07%)

  • Underperforms

    1.71%

    Return (1Y)

    underperformed Gilt Funds - Medium & Long Term by -4.28%

  • More Volatile

    0.26%

    Standard Deviation (1Y)

    Higher than Gilt Funds - Medium & Long Term by 0.10%

  • Inconsistent

    3/12

    Months

    Has underperformed 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 -4.28% (CAGR difference)

1.71%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

10 Jan 2025

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 0.10%

0.26%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It has beaten its benchmark, Gilt Funds - Medium & Long Term

Consistency Meter

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