Plan: OPEN | Option: Growth | Devender Singhal

22 May 19 | 12:00 AM

31.04 0.05 (0.15%)

  • Outperforms

    5.43%

    Return (1Y)

    beaten Monthly Income Plans - Short Term by 0.30%

  • Less Volatile

    0.27%

    Standard Deviation (1Y)

    Lower than Monthly Income Plans - Short Term by -0.01%

  • Consistent

    9/12

    Months

    Has beaten Monthly Income Plans - Short Term

  • Value research rating

Scheme Trivia

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

  • Kotak Monthly Income Plan (G) fund has been the 6th best in the 3Y SIP performance in the Monthly Income Plans - Short Term category

  • Kotak Monthly Income Plan (G) fund has been the 6th best in the 1Y 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 (G), has beaten its benchmark, Monthly Income Plans - Short Term by 0.30% (CAGR difference)

5.43%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Kotak Debt Hybrid (G),is Lower than its benchmark, Monthly Income Plans - Short Term by -0.01%

0.27%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 12 Months, i.e 75% 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, 12 Stocks beating the benchmark 20 Stocks not beating the benchmark

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