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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Harsha Upadhyaya

05 May 25 | 12:00 AM

14.37 0.10 (0.67%)

  • Underperforms

    0.69%

    Return (1Y)

    underperformed Nifty 200 TRI by -7.84%

  • More Volatile

    1.20%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 0.08%

  • Inconsistent

    3/12

    Months

    Has underperformed Equity - Diversified

  • 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 Quant Fund - Regular (G), has underperformed Nifty 200 TRI by -7.84% (CAGR difference)

0.69%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90123456789
JavaScript chart by amCharts 3.20.9Kotak Quant Fund - Regular (G) Nifty 200 TRI

Risk

In last 1 year , the volatility of Kotak Quant Fund - Regular (G) is Higher than Nifty 200 TRI by 0.08%

1.20%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.111.121.131.141.151.161.171.181.191.201.21
JavaScript chart by amCharts 3.20.9Kotak Quant Fund - Regular (G) Nifty 200 TRI

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It underperformed its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9Kotak Quant Fund - Regular (G) Nifty 200 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-4-2024
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