Investment Objective - To generate capital appreciation from a diversified portfolio of equity & equity related securities.
Name | Assets (%) | Sector | Instrument |
---|---|---|---|
6.63 | Equity | ||
5.44 | Equity | ||
3.46 | Equity | ||
3.39 | Equity | ||
3.19 | Equity | ||
3.06 | Equity | ||
3.01 | Equity | ||
3.01 | Equity | ||
2.92 | Equity | ||
2.63 | Equity |
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
---|---|---|---|---|---|---|---|---|---|
Fund Returns (%) | 0.22 | 1.15 | 3.44 | 12.27 | 23.69 | 22.82 | 25.99 | 17.96 | 25.50 |
Category Average (%) | -0.08 | 1.08 | 2.22 | 10.18 | -2.84 | 20.94 | 26.50 | NA | NA |
Rank within Category | 3 | 3 | 3 | 3 | 4 | 3 | 9 | 2 | 2 |
* Returns over 1 year are CAGR
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
420.05 | 46,654 | -0.06 | 1.25 | 1.42 | 8.02 | -3.27 | 21.00 | 31.14 | 17.25 | 34.13 | 0.66 | |
160.56 | 18,981 | -0.36 | 1.00 | 2.23 | 11.14 | -2.26 | 21.04 | 24.51 | 17.95 | 24.37 | 0.53 | |
180.07 | 4,493 | 0.22 | 1.15 | 3.44 | 12.27 | -1.38 | 22.82 | 25.99 | 17.96 | 25.50 | 0.57 |
Over the past
Total investment of ₹5000
Would have become ₹4,931 (-1.38%)
Ms. Shibani Kurian holds a PGDM (with a specialization in Finance) from T.A. Pai Management Institute, Manipal and a BSc (Hons) in Economics from St. Xaviers College, Kolkata. Prior to joining Kotak Mahindra Asset Management Company Limited, she worked for almost 6 years with UTI Asset Management Company Limited. and for 1 and half years with Dawnay Day AV Financial Services.
View MoreHere is the list of funds managed by Shibani Kurian
Scheme Name(Growth Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
---|---|---|---|---|---|
Equity - Contra | 180.07 | 4,493 | -1.38 | 25.99 | |
Equity - Focused | 28.64 | 3,636 | 1.21 | 22.56 | |
Equity - Sectoral/Thematic | 15.95 | 1,204 | 3.55 | NA | |
Equity - Sectoral/Thematic | 11.75 | 590 | -8.68 | NA | |
Equity - Sectoral/Thematic | 14.07 | 467 | -0.35 | NA |
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
40.55 | 72,274 | 0.07 | 0.33 | 1.36 | 3.38 | 7.23 | 7.84 | 6.49 | 6.48 | 11.64 | 0.44 | |
161.56 | 56,988 | 0.31 | 1.46 | 5.47 | 18.90 | 4.09 | 22.64 | 29.83 | 19.91 | 24.44 | 0.37 | |
96.61 | 53,626 | 0.00 | 1.59 | 1.18 | 12.04 | 2.10 | 17.72 | 21.25 | 15.36 | 19.51 | 0.59 | |
5,398.33 | 35,571 | 0.10 | 0.48 | 1.45 | 3.31 | 6.94 | 7.08 | 5.70 | 6.22 | 14.16 | 0.20 | |
4,606.30 | 34,667 | 0.12 | 0.47 | 1.55 | 4.04 | 7.92 | 7.62 | 6.18 | 6.80 | 12.75 | 0.24 | |
398.02 | 27,655 | 0.38 | 2.05 | 3.48 | 12.13 | 0.07 | 19.83 | 24.43 | 17.10 | 33.56 | 0.53 |