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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Nalin Rasik Bhatt

16 Apr 25 | 12:00 AM

9.22 0.02 (0.24%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed S&P BSE Sensex by -5.62%

  • More Volatile

    1.12%

    Standard Deviation (1Y)

    Higher Equity - Auto by 0.19%

  • Inconsistent

    1/5

    Months

    Has underperformed Equity - Auto

  • Value research rating

    Not Rated

Stock Composition

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Kotak Transportation & Logistics Fund - Reg (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 Transportation & Logistics Fund - Reg (G), has underperformed S&P BSE Sensex by -5.62% (CAGR difference)

0.00%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Kotak Transportation & Logistics Fund - Reg (G) is Higher than S&P BSE Sensex by 0.19%

1.12%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 5 Months, i.e 20% of the times It underperformed its benchmark, Equity - Auto

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJan-20-10010
JavaScript chart by amCharts 3.20.9Kotak Transportation & Logistics Fund - Reg (G) S&P BSE Sensex
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJan-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