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Kotak Debt Hybrid Fund (G) Monthly Income Plans - Short Term
INVEST

Plan: OPEN | Option: Growth | Abhishek Bisen

25 Oct 24 | 12:00 AM

56.25 -0.23 (-0.40%)

  • Outperforms

    17.83%

    Return (1Y)

    beaten Monthly Income Plans - Short Term by 2.09%

  • More Volatile

    0.32%

    Standard Deviation (1Y)

    Higher than Monthly Income Plans - Short Term by 0.02%

  • Not so consistent

    6/11

    Months

    Has beaten Monthly Income Plans - Short Term

  • Value research rating

Scheme Trivia

  • Kotak Monthly Income Plan (G) fund has been the 4th best in 5Y performance in the Monthly Income Plans - Short Term category

  • Kotak Monthly Income Plan (G) fund has been given the 9th best Risk adjusted performance for the past 5Y in the Monthly Income Plans - Short Term category

  • Kotak Monthly Income Plan (G) fund has been the 6th best in the 5Y SIP performance in the Monthly Income Plans - Short Term category

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 Debt Hybrid Fund (G), has beaten its benchmark, Monthly Income Plans - Short Term by 2.09% (CAGR difference)

17.83%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

27 Nov 2023

Risk

In last 1 year , the volatility of Kotak Debt Hybrid Fund (G),is Higher than its benchmark, Monthly Income Plans - Short Term by 0.02%

0.32%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 11 Months, i.e 54.55% of the times It has beaten its benchmark, Monthly Income Plans - Short Term

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 23 Stocks beating the benchmark 16 Stocks not beating the benchmark

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