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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Devender Singhal

04 Jul 25 | 12:00 AM

13.89 0.01 (0.09%)

  • Underperforms

    -6.61%

    Return (1Y)

    underperformed S&P BSE Sensex by -10.84%

  • More Volatile

    1.24%

    Standard Deviation (1Y)

    Higher Equity - Index by 0.39%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Index

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9NAVMay 06Jun 06Sep 06Oct 06Nov 06Dec 06
JavaScript chart by amCharts 3.20.9Kotak BSE Housing Index Fund - Regular (G)

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 BSE Housing Index Fund - Regular (G), has underperformed S&P BSE Sensex by -10.84% (CAGR difference)

-6.61%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-8-7-6-5-4-3-2-10123456
JavaScript chart by amCharts 3.20.9Kotak BSE Housing Index Fund - Regular (G) S&P BSE Sensex

Risk

In last 1 year , the volatility of Kotak BSE Housing Index Fund - Regular (G) is Higher than S&P BSE Sensex by 0.39%

1.24%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.800.850.900.951.001.051.101.151.201.25
JavaScript chart by amCharts 3.20.9Kotak BSE Housing Index Fund - Regular (G) S&P BSE Sensex

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Index

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-20-10010
JavaScript chart by amCharts 3.20.9Kotak BSE Housing Index Fund - Regular (G) S&P BSE Sensex
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-10-505
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 6 Stocks beating the benchmark 18 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition