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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Deepak Agrawal

11 Jul 25 | 12:00 AM

14.03 0.01 (0.05%)

  • Outperforms

    9.62%

    Return (1Y)

    beaten Income Funds by 0.31%

  • Less Volatile

    0.08%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.05%

  • Consistent

    7/12

    Months

    Has beaten Income Funds

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
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 Beaten its benchmark, Income Funds by 0.30% (CAGR difference)

9.62%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.99.309.329.349.369.389.409.429.449.469.489.509.529.549.569.589.609.629.64
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 -0.05%

0.08%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.080.090.100.110.120.13
JavaScript chart by amCharts 3.20.9Kotak Medium Term Fund (IDCW-Standard) Income Funds

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

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-1012
JavaScript chart by amCharts 3.20.9Kotak Medium Term Fund (IDCW-Standard) Income Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-1.0-0.50.00.51.0
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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