Kotak India Growth Fund-Sr 4(G)

17.14 -0.08 (-0.45%) NAV as on 27-Jul-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return12.1222.1866.6521.09NA16.92
Category Avg16.2129.3564.6716.49NA16.69
Category Best8.036.735.2016.5720.3022.69
Category Worst0.83-6.21-21.243.756.58-19.55
SENSEX7.4310.9038.6012.0913.41-
NIFTY7.4612.7441.4511.7712.82-
NIFTY2008.8815.5846.4611.8112.92-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202110.07NANA10.13
202023.5017.9323.13-19.85
2019-1.60-1.813.075.03
2018-4.50-5.381.74NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202043.73622915.62
20194.591402408.68
2018-8.72170269-1.01
2017NA24322233.43

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Active Fund(G)380.0104-Apr-0193.3927.8722.9519.55
Kotak India Growth Fund-Sr 4(G)17.1415-Feb-1866.6521.09-16.92
Mahindra Manulife Multi Cap Badhat Yojana-Reg(G)18.6311-May-1768.6919.52-15.92
Sundaram Multi Cap Fund-Sr II-Reg(G)15.6425-Jul-1850.1916.04-16.04
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]18.5567
Semi Standard Deviation [%]0.6460
Beta [%]0.7263
Sharp Ratio [%]1.0237
R-Square [%]0.7976
Expense Ratio [%]1.2800
AVG Ratio [%]0.1325
Other Ratios
Jenson Ratio [%]0.1072
Treynor Ratio [%]0.2691
Turnover Ratio [%]122.1300
FAMA Ratio [%]0.1253
SORTINO Ratio [%]0.1881

Return Calculator

MARKET STATS As on 28/07/2021 As on 28/07/2021

15709.40 (-0.24) 52443.71 (-0.26)

TOP GAINERS

Company Price Change Gain (%)
Shiva Texyarn234.7539.1019.98
Golden Tobacco68.0011.3019.93

TOP LOSERS

Company Price Change Loss (%)
Intellect Design744.90-88.00-10.57
Madhav Copper41.50-4.50-9.78

Portfolio Comparison

MUTUAL FUND ACTIVITY