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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Abhishek Bisen

04 Jul 25 | 12:00 AM

96.07 0.05 (0.05%)

  • Underperforms

    6.75%

    Return (1Y)

    underperformed Gilt Funds - Medium & Long Term by -2.33%

  • More Volatile

    0.21%

    Standard Deviation (1Y)

    Higher than Gilt Funds - Medium & Long Term by 0.07%

  • Not so consistent

    4/12

    Months

    Has beaten Gilt Funds - Medium & Long Term

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVMay 06Jun 06Jul 06Sep 06Oct 06Nov 06Dec 06
JavaScript chart by amCharts 3.20.9Kotak Gilt - Invest Plan (G)

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 Plan (G), has Underperformed its benchmark, Gilt Funds - Medium & Long Term by -2.33% (CAGR difference)

6.75%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.96.606.807.007.207.407.607.808.008.208.408.608.809.009.20
JavaScript chart by amCharts 3.20.9Kotak Gilt - Invest Plan (G) Gilt Funds - Medium & Long Term

Risk

In last 1 year , the volatility of Kotak Gilt - Invest Plan (G),is Higher than its benchmark, Gilt Funds - Medium & Long Term by 0.07%

0.21%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.140.150.160.170.180.190.200.21
JavaScript chart by amCharts 3.20.9Kotak Gilt - Invest Plan (G) Gilt Funds - Medium & Long Term

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

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-4-2024
JavaScript chart by amCharts 3.20.9Kotak Gilt - Invest Plan (G) Gilt Funds - Medium & Long Term
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2-1012
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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