- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
Axis Global Innovation Fund of Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3717 Cr | ₹605 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 02 Feb 2021 | 28 May 2021 |
| Category | Domestic Equity FoF | Domestic Equity FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | MSCI All Country World TRI |
| Turn Over | 1% | 52% |
| Expense Ratio | 0.61 | 1.62 |
| Manager | Abhishek Bisen | Vinayak Jayanath |
| ISIN Code | INF174KA1FR5 | INF846K01Z53 |
| Exits Load | Data not available./365 | Axis Global Innovation 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 Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.87% | 4.48% |
| 6 Month | 39.45% | 32.23% |
| 1 Year | 32.62% | 28.08% |
| 3 Year | 34.19% | 25.63% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 10.45% | 8.56% |
| 1 Year | 38.23% | 32.05% |
| 3 Year | 31.31% | 23.71% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.62% | 17.58% |
| 3 Year | 15.64% | 8.4% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.00% | 14.57% |
| Sharp | 1.45% | 1.20% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 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 Innovation Fund of Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns21.65%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns17.53%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns12.16%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.37%
HDFC Retirement Savings Fund - Equity Plan - Growth Option
3Y Returns18.67%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns17.34%
