Plan: OPEN | Option: Dividend | Deepak Agrawal

13 Mar 26 | 12:00 AM

14.59 -0.02 (-0.14%)

  • Outperforms

    8.03%

    Return (1Y)

    beaten Income Funds by 1.60%

  • Less Volatile

    0.09%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.05%

  • Consistent

    8/12

    Months

    Has beaten Income Funds

  • Value research rating

Critical Parameters

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Returns

In last 1 year Kotak Medium Term Fund (IDCW-Standard), has beaten its benchmark, Income Funds by 1.60% (CAGR difference)

8.03%

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 -0.05%

0.09%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It has beaten its benchmark, Income Funds

Consistency Meter

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