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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Hiten Shah

03 Apr 25 | 12:00 AM

10.76 0.01 (0.06%)

  • Outperforms

    7.44%

    Return (1Y)

    beaten Arbitrage Funds by 0.05%

  • Less Volatile

    0.06%

    Standard Deviation (1Y)

    Lower than Arbitrage Funds by -0.00%

  • Not so consistent

    5/12

    Months

    Has beaten Arbitrage Funds

  • Value research rating

JavaScript chart by amCharts 3.20.9NAVApr 03May 03Jun 03Jul 03Oct 03Nov 03Dec 03
JavaScript chart by amCharts 3.20.9Kotak Equity Arbitrage Fund (IDCW-M)

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 Equity Arbitrage Fund (IDCW-M), has Beaten its benchmark, Arbitrage Funds by 0.05% (CAGR difference)

7.44%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.97.397.407.417.427.437.44
JavaScript chart by amCharts 3.20.9Kotak Equity Arbitrage Fund (IDCW-M) Arbitrage Funds

Risk

In last 1 year , the volatility of Kotak Equity Arbitrage Fund (IDCW-M),is Lower than its benchmark, Arbitrage Funds by -0.00%

0.06%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.06
JavaScript chart by amCharts 3.20.9Kotak Equity Arbitrage Fund (IDCW-M) Arbitrage Funds

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, Arbitrage Funds

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan0.00.20.40.60.8
JavaScript chart by amCharts 3.20.9Kotak Equity Arbitrage Fund (IDCW-M) Arbitrage Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-0.2-0.10.00.1
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, 79 Stocks beating the benchmark 108 Stocks not beating the benchmark

View Stock Composition