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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Devender Singhal

06 May 25 | 12:00 AM

18.14 -0.45 (-2.42%)

  • Underperforms

    -1.71%

    Return (1Y)

    underperformed Nifty Next 50 TRI by -0.73%

  • Less Volatile

    1.42%

    Standard Deviation (1Y)

    Lower Equity - Index by -0.21%

  • Inconsistent

    1/12

    Months

    Has underperformed Equity - Index

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

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 Nifty Next 50 Index Fund (G), has underperformed Nifty Next 50 TRI by -0.73% (CAGR difference)

-1.71%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-1.75-1.70-1.65-1.60-1.55-1.50-1.45-1.40-1.35-1.30-1.25-1.20-1.15-1.10-1.05-1.00-0.95
JavaScript chart by amCharts 3.20.9Kotak Nifty Next 50 Index Fund (G) Nifty Next 50 TRI

Risk

In last 1 year , the volatility of Kotak Nifty Next 50 Index Fund (G) is Lower than Nifty Next 50 TRI by -0.21%

1.42%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.401.421.441.461.481.501.521.541.561.581.601.621.641.66
JavaScript chart by amCharts 3.20.9Kotak Nifty Next 50 Index Fund (G) Nifty Next 50 TRI

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 12 Months, i.e 8.33% of the times It underperformed 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-20-1001020
JavaScript chart by amCharts 3.20.9Kotak Nifty Next 50 Index Fund (G) Nifty Next 50 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-0.4-0.20.00.2
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, the benchmark the benchmark

View Stock Composition