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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) | ₹3883 Cr | ₹109 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 | -0.67% | -0.96% |
| 6 Month | 23.65% | 28.23% |
| 1 Year | 28.43% | 29.17% |
| 3 Year | 32.4% | 11.29% |
| 5 Year | - | 10.94% |
SIP Return Analysis
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.52% | 10.2% |
| 1 Year | 39.12% | 53.89% |
| 3 Year | 30.98% | 17.85% |
| 5 Year | - | 12.55% |
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% | 3.82% |
| 5 Year | - | 3.77% |
Risk Management
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.00% | 21.65% |
| Sharp | 1.45% | 0.09% |
| 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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