Plan: OPEN | Option: Dividend | Deepak Agrawal

27 Mar 24 | 12:00 AM

12.55 0.01 (0.07%)

  • Outperforms

    8.13%

    Return (1Y)

    beaten Income Funds by 0.48%

  • Less Volatile

    0.08%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.07%

  • Consistent

    7/12

    Months

    Has beaten Income Funds

  • 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 Medium Term Fund (IDCW-Standard), has beaten its benchmark, Income Funds by 0.48% (CAGR difference)

8.13%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Kotak Medium Term Fund (IDCW-Standard),is Lower than its benchmark, Income Funds by -0.07%

0.08%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It has beaten its benchmark, Income Funds

Consistency Meter

View Stock Composition