Plan: OPEN | Option: Growth | Deepak Gupta

15 Oct 18 | 12:00 AM

77.09 0.05 (0.07%)

  • Underperforms

    3.01%

    Return (1Y)

    underperformed by -3.82%

  • Less Volatile

    0.09%

    Standard Deviation (1Y)

    Lower than by -0.63%

  • Not so consistent

    5/12

    Months

    Has beaten

  • Value research rating

Scheme Trivia

  • Kotak Asset Allocator Fund (G) fund has been the 4th best in 5Y performance in the Fund of Funds - Equity category

  • Kotak Asset Allocator Fund (G) fund has been the 3rd best in the 5Y SIP performance in the Fund of Funds - Equity category

  • Kotak Asset Allocator Fund (G) fund has been the 4th best in 3Y performance in the Fund of Funds - Equity category

Critical Parameters

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Returns

In last 1 year Kotak Asset Allocator Fund (G), has underperformed its benchmark, by -3.82% (CAGR difference)

3.01%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Kotak Asset Allocator Fund (G),is Lower than its benchmark, by -0.63%

0.09%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It has beaten its benchmark,

Consistency Meter

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