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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Deepak Agrawal

31 Mar 25 | 12:00 AM

13.60 0.01 (0.04%)

  • Underperforms

    8.26%

    Return (1Y)

    underperformed Income Funds by -0.37%

  • Less Volatile

    0.08%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.10%

  • Not so consistent

    6/11

    Months

    Has beaten Income Funds

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVApr 03May 03Jun 03Jul 03Oct 03Nov 03Dec 0313.46513.47013.47513.48013.48513.490
JavaScript chart by amCharts 3.20.9Kotak Medium Term Fund (IDCW-Standard)

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 Underperformed its benchmark, Income Funds by -0.38% (CAGR difference)

8.26%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.98.258.308.358.408.458.508.558.608.65
JavaScript chart by amCharts 3.20.9Kotak Medium Term Fund (IDCW-Standard) Income Funds

Risk

In last 1 year , the volatility of Kotak Medium Term Fund (IDCW-Standard),is Lower than its benchmark, Income Funds by -0.10%

0.08%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.070.080.090.100.110.120.130.140.150.160.170.18
JavaScript chart by amCharts 3.20.9Kotak Medium Term Fund (IDCW-Standard) Income Funds

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 11 Months, i.e 54.55% of the times It has beaten its benchmark, Income Funds

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan0.00.51.01.52.0
JavaScript chart by amCharts 3.20.9Kotak Medium Term Fund (IDCW-Standard) Income Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-0.50.00.5
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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