Kotak CRISIL-IBX AAA Financial Services Index Sep-2027 Fund-REGULAR PLAN-IDCW
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8.06
Benchmark
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Index Fund
1.52
13.47
18.47
11.77
7.68
Yearly Performance (%)
Nav Movement
Fund Managers
FM 1 Mr. Devender Singhal, FM 2 Mr. Satish Dondapati, FM 3 Mr. Abhishek Bisen
Investment Objective
The investment objective of the scheme is to generate returns that are commensurate (before fees and expenses) with the performance of CRISILIBX AAA Financial Services Index – Sep 2027 which seeks to track the performance of AAA issuers from the financial services sector maturing near target date of the index.
Returns Calculator for
Kotak CRISIL-IBX AAA Financial Services Index Sep-2027 Fund-REGULAR PLAN-IDCW
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 CRISIL-IBX AAA Financial Services Index Sep-2027 Fund-REGULAR PLAN-IDCW
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Kotak CRISIL-IBX AAA Financial Services Index Sep-2027 Fund-REGULAR PLAN-IDCW