Kotak US Equity Fund(G)

16.59 0.26 (1.59%) NAV as on 16-Aug-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return0.240.70-0.6410.239.389.35
Category Avg-0.671.67-2.449.229.386.03
Category Best5.9811.3316.3818.5415.4922.97
Category Worst-14.79-4.65-15.662.27-2.77-3.96

* 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
20192.22NANA10.93
20186.8511.91-17.040.18
20171.565.953.850.91
20162.032.256.190.24
20152.30-4.866.47-1.73
20144.622.737.78-1.48

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-0.62528-22.12
201712.77182832.06
201611.049309.39
20151.83830-0.6
201414.1223051.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Franklin India Feeder - Franklin U.S. Opportunities Fund(G)32.3914-Feb-126.6916.4512.9516.9
DSP US Flexible Equity Fund-Reg(G)24.6006-Aug-12-3.7611.419.8113.64
Edelweiss Gr China Equity Off-Shore Fund-Reg(G)27.1128-Aug-095.7410.387.5710.51
Kotak US Equity Fund(G)16.5920-Dec-13-0.6410.239.389.35
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]23.9825
Semi Standard Deviation [%]0.1023
Beta [%]-0.4299
Sharp Ratio [%]-0.0906
R-Square [%]-0.0760
Expense Ratio [%]1.2600
AVG Ratio [%]0.0857
Other Ratios
Jenson Ratio [%]0.0022
Treynor Ratio [%]0.0602
Turnover Ratio [%]0.0000
FAMA Ratio [%]-0.2613
SORTINO Ratio [%]-0.0323

Return Calculator

MARKET STATS As on 19/08/2019 As on 19/08/2019

11053.90 (0.06) 37402.49 (0.14)

TOP GAINERS

Company Price Change Gain (%)
BC Power13.958.30146.90
KSS0.150.0550.00

TOP LOSERS

Company Price Change Loss (%)
HSIL61.75-173.10-73.71
Zota Health Care204.50-96.70-32.10

Portfolio Comparison

MUTUAL FUND ACTIVITY