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Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Reg (IDCW) Income Funds
INVEST

Plan: OPEN | Option: Dividend | Abhishek Bisen

23 Dec 24 | 12:00 AM

11.78 0.01 (0.07%)

  • Underperforms

    8.23%

    Return (1Y)

    underperformed Income Funds by -0.28%

  • Less Volatile

    0.06%

    Standard Deviation (1Y)

    Lower than Income Funds by -0.11%

  • Not so consistent

    5/12

    Months

    Has beaten Income Funds

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Reg (IDCW), has underperformed its benchmark, Income Funds by -0.28% (CAGR difference)

8.23%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

24 Dec 2023

Risk

In last 1 year , the volatility of Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund-Reg (IDCW),is Lower than its benchmark, Income Funds by -0.11%

0.06%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It has beaten its benchmark, Income Funds

Consistency Meter

View Stock Composition