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Kotak US Specific Equity Passive FOF - Regular Plan - Growth

Internationalmedium Risk

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METRICS

Kotak US Specific Equity Passive FOF - Regular Plan - Growth

Basic Overview

Current NAV

₹ 22.35

Benchmark

BSE India Bond Index

Fund Size (AUM)

₹3770 Cr

Expense Ratio

0.61%

Launch Date

02 Feb 2021

SIP Returns

1 Year Return

29.65%

3 Year Return

25.99%

5 Year Return

22.39%

Since Inception

18.34%

Trailing Returns

1 Month Return

-1.78%

3 Month Return

9.68%

1 Year Return

19.89%

3 Year Return

30.42%

5 Year Return

17.73%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

20.12

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

Exit Load

Data not available./365

Lock In

No Lock-in

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Kotak US Specific Equity Passive FOF - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

Kotak US Specific Equity Passive FOF - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

Worst CaseMax loss in a single year (Since Inception)

Kotak US Specific Equity Passive FOF - Regular Plan - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Kotak US Specific Equity Passive FOF - Regular Plan - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

Unlock to view SIP projections

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Note: SIP value calculations are based on historical NAV data of funds.

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3Y Returns : 7.09% (p.a.)

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Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns : 6.36% (p.a.)

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