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Kotak Medium Term Fund (IDCW-Standard) Income Funds
INVEST

Plan: OPEN | Option: Dividend | Deepak Agrawal

23 Dec 24 | 12:00 AM

13.30 0.02 (0.15%)

  • Outperforms

    9.04%

    Return (1Y)

    beaten Income Funds by 0.53%

  • Less Volatile

    0.08%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.10%

  • Not so consistent

    6/12

    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 0.53% (CAGR difference)

9.04%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

24 Dec 2023

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

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Income Funds

Consistency Meter

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