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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Abhishek Bisen

31 Mar 25 | 12:00 AM

12.06 0.00 (0.03%)

  • Underperforms

    8.52%

    Return (1Y)

    underperformed Gilt Funds - Medium & Long Term by -0.36%

  • More Volatile

    0.18%

    Standard Deviation (1Y)

    Higher than Gilt Funds - Medium & Long Term by 0.05%

  • Not so consistent

    5/11

    Months

    Has beaten Gilt Funds - Medium & Long Term

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVApr 03May 03Jun 03Jul 03Oct 03Nov 03Dec 0311.8511.9011.9512.00
JavaScript chart by amCharts 3.20.9Kotak Gilt Invest - PF & Trust Plan (IDCW)

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 -0.37% (CAGR difference)

8.52%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.98.508.558.608.658.708.758.808.858.90
JavaScript chart by amCharts 3.20.9Kotak Gilt Invest - PF & Trust Plan (IDCW) Gilt Funds - Medium & Long Term

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 0.05%

0.18%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.130.140.150.160.170.18
JavaScript chart by amCharts 3.20.9Kotak Gilt Invest - PF & Trust Plan (IDCW) Gilt Funds - Medium & Long Term

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 11 Months, i.e 45.45% of the times It has beaten its benchmark, Gilt Funds - Medium & Long Term

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-2024
JavaScript chart by amCharts 3.20.9Kotak Gilt Invest - PF & Trust Plan (IDCW) Gilt Funds - Medium & Long Term
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-1012
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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