- 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
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹3717 Cr | ₹168 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 02 Feb 2021 | 29 Dec 2009 |
| Category | Gold | Gold |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 1% | 20% |
| Expense Ratio | 0.61 | 2.16 |
| Manager | Abhishek Bisen | Jay Kothari |
| ISIN Code | INF174KA1FR5 | INF740K01730 |
| 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 Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.57% | -4.67% |
| 6 Month | 32.62% | 38.7% |
| 1 Year | 27.62% | 29.38% |
| 3 Year | 35.39% | 14.32% |
| 5 Year | - | 15.97% |
SIP Return Analysis
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 14.34% | 21.72% |
| 1 Year | 49.39% | 76.58% |
| 3 Year | 34.28% | 24.16% |
| 5 Year | - | 16.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.62% | 3.82% |
| 3 Year | 15.64% | 5.36% |
| 5 Year | - | 5.87% |
Risk Management
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.00% | 22.74% |
| Sharp | 1.45% | 0.55% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak US Specific Equity Passive FOF - Regular Plan - Growth | DSP World Mining Overseas Equity Omni FOF - 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 Mining Overseas Equity Omni FOF - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak US Specific Equity Passive FOF - Regular Plan - Growth |
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns16.79%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns15.47%
Tata Liquid Fund -Regular Plan - Growth Option
3Y Returns6.96%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns7.02%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.4%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns18.3%
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.67%
