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Kotak 50 - Growth

Category: Equity Funds Large Cap
Launch Date: 29-12-1998
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 2.5% As on (31-03-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,325.75 Cr As on (31-03-2018)
Turn over: 69.22%
NAV as on 21-05-2018

218.661

-2.04 (-0.9316%)

CAGR Since Inception

20.81%

Nifty 50 Index 13.93%

PERFORMANCE of Kotak 50 - Growth

Scheme Performance (%)

Data as on - 21-05-2018

Yearly Performance (%)

Fund Managers

Mr. Harish Krishnan

Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode Prior to joining Kotak AMC he has worked with Kotak Mahindra (UK) Ltd.

Investment Objective

The scheme seeks capital appreciation, through investments in equities. The fund portfolio would generally comprise of around 50 companies which may go upto 59 companies.

RETURNS CALCULATOR for Kotak 50 - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Kotak 50 - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak 50 - Growth 13.55 0.41 -1.51 0.98 - -
Equity Funds Large Cap - - - - - -

PEER COMPARISION of Kotak 50 - Growth

Period
Data as on - 21-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak 50 - Growth 29-12-1998 8.0 14.4 8.3 13.96 9.04
UTI Bluechip Flexicap Fund - Regular Plan - Growth option 30-01-2006 23.69 21.82 12.85 16.02 9.09
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 20.21 25.34 11.83 14.62 9.56
Kotak Classic Equity Scheme - Growth 27-07-2005 18.92 21.61 11.36 15.39 10.95
Kotak NV 20 ETF - Dividend 26-11-2015 18.13 19.1 0.0 0.0 0.0
Reliance ETF Consumption 03-04-2014 17.99 20.07 13.97 0.0 0.0
Reliance ETF NV20 ETF 12-06-2015 17.99 18.92 0.0 0.0 0.0
Invesco India Growth Opportunities Fund - Growth 09-08-2007 17.79 21.18 11.82 18.34 11.86
ICICI Prudential NV20 ETF 14-06-2016 17.63 0.0 0.0 0.0 0.0
Sundaram Select Focus-Inst Growth 15-04-2008 15.79 20.04 10.3 13.86 7.74

PORTFOLIO ANALYSIS of Kotak 50 - Growth

Asset Allocation (%)

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