Kotak ESG Opportunities Fund 728X90

Mutual Fund Category Monitor

Category
Name
1-Week Ret (%) 1-Month Ret (%) 3-Months Ret (%) 6-Months Ret (%) YTD Ret (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Equity: Sectoral-Pharma and Healthcare 3.06 6.99 9.85 31.09 59.32 60.09 17.82 7.95 14.4 23.9
Equity: Sectoral-Technology 2.18 7.46 18.47 52.91 44.01 48.3 25.04 16.32 14.98 15.15
Equity: Small Cap 3.99 13.94 15.87 47.12 24.23 26.12 0.73 9.16 12.07 14.87
Equity: Mid Cap 3.6 12.73 14.73 37.23 19.59 21.25 4.43 10.21 12.24 16.22
Equity: Thematic-Energy 4.13 19.18 13.56 36.06 16.68 19.6 3.36 14.3 8.62 12.09
Fund of Funds-Overseas 0.93 11.27 7.74 18.83 13.72 18.61 9.94 10.02 5.95 9.21
Equity: Thematic-International 0.77 11.64 8.8 19.38 16.09 18.57 13.23 11.94 9.79 10.51
Equity: Contra 3.01 13.21 15.25 36.27 15.42 16.32 6.39 11.26 10.15 13.29
Equity: Thematic-Others 2.98 12.79 12.55 30.67 14.32 16.25 4.37 8.69 9.89 12.55
Equity: Dividend Yield 3.28 12.45 12.18 30.74 13.47 15.36 3.54 9.02 8.53 13.01
Equity: Thematic-MNC 2.17 9.64 7.97 22.64 12.58 13.22 4.17 7.92 13.81 16.69
Fund of Funds-Domestic 1.14 4.32 4.61 14.25 11.66 13.18 8.62 9.17 7.96 9.35
Debt: Gilt Fund with 10 year constant duration -0.18 0.56 1.8 3.4 11.99 12.26 11.01 10.34 9.89 8.94
Equity: Large and Mid Cap 2.5 11.63 13.24 31.44 10.83 11.9 4.89 10.47 10.59 13.75
Equity: Thematic-Consumption 3.15 11.2 10.2 25.38 11.32 11.83 5.96 11.3 10.62 11.97
Debt: Long Duration -0.1 0.77 1.51 3.44 11.19 11.69 9.3 9.21 8.93 10.7
Equity: Value 2.66 12.34 14.18 33.9 10.3 11.42 1.94 8.59 10.33 11.81
Equity: Multi Cap 2.09 11.39 13.16 29.77 9.75 11.2 6.1 10.02 10.19 13.5
Equity: ELSS 2.0 10.95 13.08 30.66 9.84 11.13 5.02 10.03 10.34 12.94
Equity: Focused 2.06 11.2 12.92 28.87 9.61 11.12 6.12 10.79 9.75 11.81
Debt: Gilt -0.14 0.65 1.56 3.1 10.67 10.78 8.88 8.98 9.1 8.21
Childrens Fund 1.45 9.11 10.56 23.4 9.73 10.76 6.03 9.15 9.52 10.7
Hybrid: Dynamic Asset Allocation 0.82 5.38 6.63 16.07 9.91 10.61 6.11 8.17 9.22 9.5
ETFs 1.59 9.8 11.63 25.37 8.94 10.37 8.08 12.12 7.72 9.65
Index Fund 2.05 12.17 13.96 30.77 9.04 10.26 8.38 10.93 8.47 13.22
Hybrid: Aggressive 1.4 8.83 10.73 24.36 9.25 10.26 5.8 8.98 9.29 11.31
Debt: Corporate Bond -0.08 0.68 1.94 4.79 9.68 9.77 7.79 7.86 8.23 7.8
Debt: Medium to Long Duration -0.12 0.54 1.58 4.41 9.7 9.73 7.03 7.38 8.0 8.26
Hybrid: Multi Asset Allocation 1.44 6.27 7.11 21.49 8.73 9.51 6.49 8.07 8.82 9.97
Debt: Banking and PSU -0.09 0.62 1.7 4.56 9.39 9.43 8.6 8.36 8.2 7.59
Equity: Large Cap 1.4 10.36 12.79 27.76 7.65 8.95 7.14 9.97 9.39 12.51
Debt: Floater -0.04 0.68 1.8 4.71 8.48 8.81 7.94 7.88 8.36 7.16
Debt: Dynamic Bond -0.11 0.59 1.66 3.73 8.58 8.66 6.93 7.41 8.41 7.77
Retirement Fund 0.85 5.86 6.85 15.72 8.18 8.22 4.87 8.37 8.48 9.11
Debt: Short Duration -0.06 0.69 1.87 4.96 8.17 8.2 6.42 7.0 8.03 7.52
Hybrid: Conservative 0.34 3.05 4.34 9.8 7.61 7.96 5.01 6.96 7.92 8.34
Hybrid: Equity Savings 0.71 4.42 5.55 12.9 6.82 7.43 5.1 6.77 7.33 7.09
Debt: Money Market 0.03 0.27 0.91 2.19 5.32 5.68 6.89 7.01 8.0 6.97
Debt: Medium Duration -0.08 0.96 2.48 4.88 5.41 5.47 5.0 6.44 7.89 6.85
Debt: Ultra Short Duration 0.03 0.31 1.03 2.37 5.01 5.38 6.42 6.84 7.99 6.63
Debt: Low Duration 0.05 0.45 1.38 5.59 5.1 5.29 4.55 5.7 6.95 6.61
Debt: Liquid 0.04 0.23 0.75 1.57 3.74 4.12 5.83 6.27 7.37 6.75
Equity: Sectoral-Infrastructure 3.93 15.53 12.66 29.57 3.68 4.11 -3.42 5.53 4.79 7.14
Hybrid: Arbitrage -0.05 0.03 0.69 1.2 3.38 3.6 5.07 5.61 6.96 5.42
Debt: Overnight 0.05 0.22 0.72 1.47 3.08 3.45 4.91 5.5 6.92 4.36
Debt: Credit Risk 0.05 0.82 2.6 5.33 0.03 0.22 1.49 4.08 7.57 5.56
Equity: Thematic-PSU 4.04 15.26 6.86 16.33 -3.19 -2.39 -5.23 4.03 1.93 0.08
Equity: Sectoral-Banking and Financial Services 0.28 13.9 21.79 37.31 -6.1 -4.19 4.14 11.33 8.88 11.93

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