Kotak Focused Equity Fund- Regular Plan-Income Distribution cum capital withdrawal option
6.56
13.78
21.09
-
15.99
NIFTY 500 TRI
6.37
15.5
24.41
13.8
12.43
Equity: Focused
6.1
15.16
21.54
13.02
15.03
Yearly Performance (%)
Nav Movement
Fund Managers
Arjun Khanna, Shibani Sircar Kurian
Investment Objective
The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies.
Returns Calculator for
Kotak Focused Equity Fund- Regular Plan-Income Distribution cum capital withdrawal option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Kotak Focused Equity Fund- Regular Plan-Income Distribution cum capital withdrawal option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Kotak Focused Equity Fund- Regular Plan-Income Distribution cum capital withdrawal option