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 (%) | -1.49 | 0.38 | 2.06 | 10.06 | 23.22 | 23.30 | 26.46 | 17.76 | 25.41 |
Category Average (%) | -1.71 | 0.20 | 0.84 | 7.99 | -4.61 | 21.33 | 26.99 | 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(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
416.82 | 46,654 | -1.47 | 0.47 | 0.16 | 5.82 | -4.80 | 21.45 | 31.63 | 17.07 | 34.03 | 0.66 | |
158.81 | 18,981 | -2.15 | -0.10 | 0.70 | 8.98 | -4.37 | 21.29 | 25.00 | 17.73 | 24.25 | 0.53 | |
178.70 | 4,493 | -1.49 | 0.38 | 2.06 | 10.06 | -3.08 | 23.30 | 26.46 | 17.76 | 25.41 | 0.57 |
Over the past
Total investment of ₹5000
Would have become ₹4,846 (-3.08%)
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 | 178.70 | 4,493 | -3.08 | 26.46 | |
Equity - Focused | 28.34 | 3,636 | -0.61 | 22.90 | |
Equity - Sectoral/Thematic | 15.90 | 1,204 | 2.92 | NA | |
Equity - Sectoral/Thematic | 11.58 | 590 | -10.32 | NA | |
Equity - Sectoral/Thematic | 13.90 | 467 | -1.54 | NA |
Scheme Name(Growth Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
40.57 | 72,274 | 0.10 | 0.39 | 1.46 | 3.39 | 7.26 | 7.80 | 6.48 | 6.49 | 11.64 | 0.44 | |
159.83 | 56,988 | -1.48 | 0.37 | 3.08 | 16.09 | 1.84 | 23.16 | 30.06 | 19.72 | 24.32 | 0.37 | |
95.98 | 53,626 | -1.39 | 0.92 | 0.13 | 10.08 | 0.48 | 18.31 | 21.71 | 15.24 | 19.44 | 0.59 | |
5,399.77 | 35,571 | 0.09 | 0.47 | 1.44 | 3.29 | 6.92 | 7.09 | 5.71 | 6.22 | 14.16 | 0.20 | |
4,607.65 | 34,667 | 0.09 | 0.50 | 1.51 | 3.96 | 7.87 | 7.63 | 6.18 | 6.80 | 12.74 | 0.24 | |
394.95 | 27,655 | -1.32 | 1.26 | 2.09 | 9.96 | -2.07 | 20.27 | 24.82 | 16.96 | 33.47 | 0.53 |