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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Devender Singhal

07 Jun 25 | 12:00 AM

20.59 -0.00 (-0.00%)

  • Underperforms

    12.79%

    Return (1Y)

    underperformed Nifty Smallcap 50 TRI by -1.46%

  • Less Volatile

    1.42%

    Standard Deviation (1Y)

    Lower Equity - Index by -0.35%

  • Inconsistent

    0/12

    Months

    Has underperformed Equity - Index

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVSep 05Dec 05
JavaScript chart by amCharts 3.20.9Kotak Nifty Smallcap 50 Index Fund - Reg (IDCW)

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 Smallcap 50 Index Fund - Reg (IDCW), has underperformed Nifty Smallcap 50 TRI by -1.46% (CAGR difference)

12.79%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.912.612.813.013.213.413.613.814.014.214.4
JavaScript chart by amCharts 3.20.9Kotak Nifty Smallcap 50 Index Fund - Reg (IDCW) Nifty Smallcap 50 TRI

Risk

In last 1 year , the volatility of Kotak Nifty Smallcap 50 Index Fund - Reg (IDCW) is Lower than Nifty Smallcap 50 TRI by -0.35%

1.42%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.401.451.501.551.601.651.701.751.80
JavaScript chart by amCharts 3.20.9Kotak Nifty Smallcap 50 Index Fund - Reg (IDCW) Nifty Smallcap 50 TRI

Peer Comparison on Risk - Return

Consistency

For 0 out of Last 12 Months, i.e 0% 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-20-10010
JavaScript chart by amCharts 3.20.9Kotak Nifty Smallcap 50 Index Fund - Reg (IDCW) Nifty Smallcap 50 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-0.3-0.2-0.10.0
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, 29 Stocks beating the benchmark 21 Stocks not beating the benchmark

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

View Stock Composition