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Kotak US Specific Equity Passive FOF - Regular Plan - Growth
DSP World Energy Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3717 Cr | ₹103 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 02 Feb 2021 | 14 Aug 2009 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | MSCI World,MSCI World Energy 10/40 Net TRI |
| Turn Over | 1% | 20% |
| Expense Ratio | 0.61 | 2.11 |
| Manager | Abhishek Bisen | Jay Kothari |
| ISIN Code | INF174KA1FR5 | INF740K01284 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.7% | 2.14% |
| 6 Month | 23.77% | 25.61% |
| 1 Year | 25.11% | 28.82% |
| 3 Year | 32.98% | 11.15% |
| 5 Year | - | 12.4% |
SIP Return Analysis
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.97% | 10.7% |
| 1 Year | 36.48% | 48.56% |
| 3 Year | 30.5% | 16.71% |
| 5 Year | - | 12% |
Rolling Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.62% | 2.21% |
| 3 Year | 15.64% | 3.81% |
| 5 Year | - | 3.75% |
Risk Management
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.00% | 18.69% |
| Sharp | 1.45% | 0.53% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Jay Kothari |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 33 | 20 |
| Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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