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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Harsha Upadhyaya

10 May 25 | 12:00 AM

13.94 -0.00 (-0.01%)

  • Underperforms

    1.57%

    Return (1Y)

    underperformed Nifty 200 TRI by -6.91%

  • More Volatile

    1.19%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 0.08%

  • Inconsistent

    2/12

    Months

    Has underperformed Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Kotak Quant Fund - Regular (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 Quant Fund - Regular (IDCW), has underperformed Nifty 200 TRI by -6.91% (CAGR difference)

1.57%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

Risk

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

1.19%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% of the times It underperformed its benchmark, Equity - Diversified

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-10010
JavaScript chart by amCharts 3.20.9Kotak Quant Fund - Regular (IDCW) 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, 44 Stocks beating the benchmark 22 Stocks not beating the benchmark

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

View Stock Composition