Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option
4.1
11.25
11.32
8.95
9.09
Benchmark
-
-
-
-
-
Hybrid: Equity Savings
5.16
9.65
10.38
7.77
7.83
Yearly Performance (%)
Nav Movement
Fund Managers
FM 1 Mr. Devender Singhal
FM 2 Mr. Abhishek Bisen
FM 3 Mr. Hiten Shah
Investment Objective
The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments
Returns Calculator for
Kotak Equity Savings Fund - Regular - Monthly Payout of 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 Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Kotak Equity Savings Fund - Regular - Monthly Payout of Income Distribution cum capital withdrawal option