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Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3717 Cr | ₹1134 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 02 Feb 2021 | 24 Sep 2020 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 1% | 66% |
| Expense Ratio | 0.61 | 1.63 |
| Manager | Abhishek Bisen | Vinayak Jayanath |
| ISIN Code | INF174KA1FR5 | INF846K01X30 |
| Exits Load | Data not available./365 | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.64% | -0.62% |
| 6 Month | 34.88% | 21.67% |
| 1 Year | 34.28% | 25.63% |
| 3 Year | 36.31% | 22.56% |
| 5 Year | - | 15.86% |
SIP Return Analysis
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 14.34% | 8.34% |
| 1 Year | 49.39% | 32.82% |
| 3 Year | 34.28% | 24.35% |
| 5 Year | - | 18.32% |
Rolling Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.62% | 16.74% |
| 3 Year | 15.64% | 9.98% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.00% | 11.45% |
| Sharp | 1.45% | 1.30% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Vinayak Jayanath |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 33 | 18 |
| Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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