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Kotak Floating Rate Fund - Regular (G) Ultra Short Term Funds
INVEST

Plan: OPEN | Option: Growth | Deepak Agrawal

12 Dec 25 | 12:00 AM

1,560.13 0.44 (0.03%)

  • Outperforms

    8.31%

    Return (1Y)

    beaten Ultra Short Term Funds by 1.12%

  • Less Volatile

    0.05%

    Standard Deviation (1Y)

    Lower than Ultra Short Term Funds by -0.03%

  • Consistent

    10/12

    Months

    Has beaten Ultra Short Term Funds

  • Value research rating

    Not Rated

Scheme Trivia

  • Kotak Floating Rate Fund - Regular (G) fund has topped the 5Y performance in the Ultra Short Term Funds category

  • Kotak Floating Rate Fund - Regular (G) fund has topped the 5Y SIP performance in the Ultra Short Term Funds category

  • Kotak Floating Rate Fund - Regular (G) fund has topped the 3Y performance in the Ultra Short Term Funds 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 Floating Rate Fund - Regular (G), has beaten its benchmark, Ultra Short Term Funds by 1.12% (CAGR difference)

8.31%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

15 Dec 2024

Risk

In last 1 year , the volatility of Kotak Floating Rate Fund - Regular (G),is Lower than its benchmark, Ultra Short Term Funds by -0.03%

0.05%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 10 out of Last 12 Months, i.e 83.33% of the times It has beaten its benchmark, Ultra Short Term Funds

Consistency Meter

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