Inception Date | 11 Sep 2009 |
Category | Equity Multi Cap |
Type | Open Ended Fund |
Benchmark | Multi Cap Peer Index |
Category Rank | 3 rd in Multi Cap Equity |
Formerly known as Kotak Select Focus Fund | |
Min Investment Amount | ₹5,000 |
Min SIP Investment | ₹500 |
Alpha | 1.8 |
Expense Ratio | 1.4% |
Sharpe Ratio | 1.0 |
Information Ratio | -1.1 |
Exit Load | 0-1 Years (1%),1 Years and above(NIL) |
Note: Data shown as on : 31 Jul 2023
(Compounded Annualised)
Return1 Year | 3 Year | 5 Year | Since Inception |
14.6% | 19.7% | 11.3% | 13.7% |
Past Return (Absolute)
2022 | 2021 | 2020 | 2019 | 2018 |
5.0% | 25.4% | 11.8% | 12.3% | -0.9% |
Investors understand that their principal will be at Moderately High risk