Fund Name | Category Rank | Fund Category | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
---|---|---|---|---|---|---|---|---|---|---|
Kotak Equity Hybrid Fund |
6.0 | Aggressive Hybrid Fund | The Kotak Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 25<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 27% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 18% of the KPIs that are in bottom quartile. | 27.45% | 14.98% | -6.42% | -8.94% | 1.37 | 0.86 | 0.41 |
Kotak Equity Arbitrage Fund |
8.0 | Arbitrage Fund | The Kotak Equity Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 23<sup>rd</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 100% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 7.93% | 5.67% | -0.04% | 0.00% | -2.89 | -0.67 | 0.41 |
Kotak Banking And Psu Debt Fund |
2.0 | Banking and PSU Fund | The Kotak Banking And Psu Debt Fund is a Banking and PSU Fund. In the Banking and PSU Fund category there are 20<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 7.34% | 5.49% | -0.72% | -0.72% | -1.37 | -0.41 | 0.47 |
Kotak Debt Hybrid Fund |
5.0 | Conservative Hybrid Fund | The Kotak Debt Hybrid Fund is a Conservative Hybrid Fund. In the Conservative Hybrid Fund category there are 18<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 17.15% | 10.60% | -3.06% | -3.39% | 0.92 | 0.48 | 0.42 |
Kotak Corporate Bond Fund |
4.0 | Corporate Bond Fund | The Kotak Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 7.45% | 5.39% | -0.58% | -0.79% | -1.62 | -0.47 | 0.42 |
Kotak Credit Risk Fund |
14.0 | Credit Risk Fund | The Kotak Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 13<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 45% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 27% of the KPIs that are in bottom quartile. | 8.28% | 4.90% | -2.85% | -1.26% | -1.37 | -0.39 | 0.49 |
Kotak Balanced Advantage Fund |
6.0 | Dynamic Asset Allocation or Balanced Advantage | The Kotak Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 27% of the KPIs that are in bottom quartile. | 19.95% | 10.48% | -4.23% | -4.92% | 0.78 | 0.42 | 0.41 |
Kotak Dynamic Bond Fund |
15.0 | Dynamic Bond Fund | The Kotak Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 21 <sup>st</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 45% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 8.55% | 5.32% | -2.04% | -1.75% | -0.98 | -0.31 | 0.47 |
Kotak Tax Saver Fund |
2.0 | ELSS (Tax Saving) Fund | The Kotak Tax Saver Fund is a ELSS. In the ELSS category there are 35 funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 38.24% | 19.55% | -9.96% | -13.60% | 1.32 | 0.78 | 0.39 |
Kotak Equity Savings Fund |
1.0 | Equity Savings Fund | The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 73% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 19.94% | 11.62% | -1.66% | -2.52% | 1.06 | 0.60 | 0.40 |
Kotak Floating Rate Fund |
7.0 | Floater Fund | The Kotak Floating Rate Fund is a Floater Fund. In the Floater Fund category there are 12<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 44% of the KPIs that are in bottom quartile. | 7.40% | 5.71% | -1.11% | -1.16% | -0.89 | -0.29 | 0.46 |
Kotak Focused Equity Fund |
10.0 | Focussed Fund | The Kotak Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 19% of the KPIs that are in bottom quartile. | 34.75% | 16.00% | -11.80% | -14.24% | 1.00 | 0.57 | 0.38 |
Kotak Asset Allocator Fund |
2.0 | FoF Domestic | The Kotak Asset Allocator Fund is a FoF Domestic. In the FoF Domestic category there are 56 funds. The fund has fifth KPIs that are in top quartile. The fund has 45% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 32.25% | 19.67% | -5.72% | -6.72% | 1.54 | 0.94 | 0.42 |
Kotak Global Emerging Market Fund |
21.0 | FoF Overseas | The Kotak Global Emerging Market Fund is a FoF Overseas. In the FoF Overseas category there are 21 <sup>st</sup> funds. The fund does not have any KPI that are top quartile. The fund has third KPIs that are in bottom quartile. The fund has 27% of the KPIs that are in bottom quartile. | 10.46% | -1.85% | -29.38% | -22.33% | -0.29 | -0.10 | 0.40 |
Kotak Gilt Fund |
6.0 | Gilt Fund | The Kotak Gilt Fund is a Gilt Fund. In the Gilt Fund category there are 19<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 27% of the KPIs that are in bottom quartile. | 7.57% | 5.12% | -2.30% | -2.24% | -0.95 | -0.30 | 0.46 |
Kotak Gold Etf |
10.0 | Gold ETF | The Kotak Gold Etf is a Gold ETF. In the Gold ETF category there are tenth funds. The fund has second KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 11.66% | -47.19% | -90.99% | -17.12% | -1.05 | -0.18 | 0.51 |
Kotak Infrastructure & Economic Reform Fund |
2.0 | Infrastructure Fund | The Kotak Infrastructure & Economic Reform Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 45% of the KPIs that are in bottom quartile. | 49.48% | 31.00% | -5.56% | -8.99% | 1.96 | 1.57 | 0.46 |
Kotak Equity Opportunities Fund |
1.0 | Large & Mid Cap Fund | The Kotak Equity Opportunities Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 25<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 41.60% | 20.30% | -8.90% | -14.21% | 1.32 | 0.80 | 0.41 |
Kotak Bluechip Fund |
8.0 | Large Cap Fund | The Kotak Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 33.37% | 15.54% | -11.63% | -12.93% | 0.96 | 0.56 | 0.39 |
Kotak Liquid Fund |
21.0 | Liquid Fund | The Kotak Liquid Fund is a Liquid Fund. In the Liquid Fund category there are 32 funds. The fund does not have any KPI that are top quartile. The fund has first performance parameter that is in bottom quartile. | 7.09% | 5.29% | 0.00% | 0.00% | -4.76 | -0.82 | 0.33 |
Kotak Low Duration Fund |
16.0 | Low Duration Fund | The Kotak Low Duration Fund is a Low Duration Fund. In the Low Duration Fund category there are 19<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 27% of the KPIs that are in bottom quartile. | 6.82% | 5.07% | -0.26% | 0.00% | -3.07 | -0.68 | 0.44 |
Kotak Medium Term Fund |
9.0 | Medium Duration Fund | The Kotak Medium Term Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 45% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 8.12% | 5.67% | -1.10% | -1.22% | -0.91 | -0.30 | 0.47 |
Kotak Bond Fund |
8.0 | Medium to Long Duration Fund | The Kotak Bond Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 27% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. | 7.43% | 4.92% | -2.46% | -3.01% | -1.01 | -0.31 | 0.46 |
Kotak Emerging Equity Fund |
4.0 | Mid Cap Fund | The Kotak Emerging Equity Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 23<sup>rd</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 39.19% | 21.35% | -9.66% | -15.39% | 1.53 | 1.02 | 0.42 |
Kotak Money Market Fund |
7.0 | Money Market Fund | The Kotak Money Market Fund is a Money Market Fund. In the Money Market Fund category there are 19<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 55% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. | 7.48% | 5.61% | 0.00% | 0.00% | -3.62 | -0.74 | 0.42 |
Kotak S&P Bse Sensex Etf |
72.0 | ETF | The Kotak S&P Bse Sensex Etf is a Other ETFs. In the Other ETFs category there are 129 funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. | 27.22% | 14.38% | -90.12% | -13.76% | 0.02 | 1.54 | 0.52 |
Kotak Nifty Psu Bank Etf |
29.0 | ETF | The Kotak Nifty Psu Bank Etf is a Other ETFs. In the Other ETFs category there are 129 funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has ninth KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. | 85.78% | 48.18% | -16.88% | -33.06% | 1.37 | 0.92 | 0.39 |
Kotak Nifty Bank Etf |
32.0 | ETF | The Kotak Nifty Bank Etf is a Other ETFs. In the Other ETFs category there are 129 funds. The fund has first KPI that is in top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 17.96% | 11.84% | -14.19% | -19.09% | 0.85 | 0.58 | 0.46 |
Kotak Overnight Fund |
22.0 | Overnight Fund | The Kotak Overnight Fund is a Overnight Fund. In the Overnight Fund category there are 27<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has third KPIs that are in bottom quartile. The fund has 27% of the KPIs that are in bottom quartile. | 6.65% | 5.03% | 0.00% | 0.00% | -5.65 | -0.86 | 0.33 |
Kotak Bond Short Term Fund |
13.0 | Short Duration Fund | The Kotak Bond Short Term Fund is a Short Duration Fund. In the Short Duration Fund category there are 21 <sup>st</sup> funds. The fund has first KPI that is in top quartile. The fund does not have any KPI that are bottom quartile. | 7.02% | 4.92% | -0.83% | -1.17% | -1.77 | -0.49 | 0.43 |
Kotak Small Cap Fund |
12.0 | Small Cap Fund | The Kotak Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has tenth KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. | 39.10% | 21.98% | -11.98% | -15.03% | 1.72 | 1.15 | 0.42 |
Kotak Savings Fund |
10.0 | Ultra Short Duration Fund | The Kotak Savings Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 22<sup>nd</sup> funds. The fund does not have any KPI that are top quartile. The fund does not have any KPI that are bottom quartile. | 6.93% | 5.15% | 0.00% | 0.00% | -4.42 | -0.80 | 0.41 |
Kotak Flexicap Fund |
7.0 | Flexi Cap Fund | The Kotak Flexicap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 35.81% | 16.18% | -11.57% | -16.18% | 0.97 | 0.54 | 0.40 |
Kotak Gold Fund |
41.0 | FoF Domestic | The Kotak Gold Fund is a FoF Domestic. In the FoF Domestic category there are 56 funds. The fund has second KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 10.73% | 12.79% | -13.12% | -15.49% | -0.32 | -0.11 | 0.39 |
Kotak Nifty 50 Value 20 Etf |
4.0 | Other ETFs | The Kotak Nifty 50 Value 20 Etf is a Other ETFs. In the Other ETFs category there are 129 funds. The fund has fourth KPIs that are in top quartile. The fund has 36% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 35.30% | 19.66% | -10.70% | -13.25% | 1.25 | 0.72 | 0.38 |
Kotak Nifty 50 Etf |
27.0 | ETF | The Kotak Nifty 50 Etf is a Other ETFs. In the Other ETFs category there are 129 funds. The fund has first KPI that is in top quartile. The fund does not have any KPI that are bottom quartile. | 30.83% | 15.40% | -9.97% | -13.12% | 0.93 | 0.55 | 0.38 |
Fund Name | Fund Category | Fund Type | Fund Launch Date |
---|---|---|---|
Kotak Equity Hybrid Fund | Aggressive Hybrid Fund |
Open Ended |
29-Nov-1999 |
Kotak Equity Arbitrage Fund | Arbitrage Fund |
Open Ended |
12-Sep-2005 |
Kotak Banking And Psu Debt Fund | Banking and PSU Fund |
Open Ended |
02-Jan-2000 |
Kotak Debt Hybrid Fund | Conservative Hybrid Fund |
Open Ended |
02-Dec-2003 |
Kotak India Eq Contra Fund | Contra Fund |
Open Ended |
02-Jun-2005 |
Kotak Corporate Bond Fund | Corporate Bond Fund |
Open Ended |
18-Sep-2007 |
Kotak Credit Risk Fund | Credit Risk Fund |
Open Ended |
12-Apr-2010 |
Kotak Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage |
Open Ended |
13-Jul-2018 |
Kotak Dynamic Bond Fund | Dynamic Bond |
Open Ended |
26-May-2008 |
Kotak Tax Saver Fund | ELSS (Tax Saving) Fund |
Open Ended |
29-Sep-2005 |
Kotak Equity Savings Fund | Equity Savings |
Open Ended |
17-Sep-2014 |
Kotak Floating Rate Fund | Floater Fund |
Open Ended |
09-May-2019 |
Kotak Focused Equity Fund | Focussed Fund |
Open Ended |
25-Jun-2019 |
Kotak Asset Allocator Fund | FoF Domestic |
Open Ended |
10-Aug-2004 |
Kotak Global Emerging Market Fund | FoF Overseas |
Open Ended |
25-Jul-2007 |
Kotak Gilt Fund | Gilt Fund |
Open Ended |
02-Jan-2000 |
Kotak Gold Etf | Gold ETF |
Open Ended |
20-Jun-2007 |
Kotak Infrastructure & Economic Reform Fund | Infrastructure Fund |
Open Ended |
10-Jan-2008 |
Kotak Pioneer Fund | International Fund |
Open Ended |
09-Oct-2019 |
Kotak Equity Opportunities Fund | Large & Mid Cap Fund |
Open Ended |
10-Sep-2004 |
Kotak Bluechip Fund | Large Cap Fund |
Open Ended |
22-Dec-1998 |
Kotak Liquid Fund | Liquid Fund |
Open Ended |
04-Oct-2000 |
Kotak Low Duration Fund | Low Duration Fund |
Open Ended |
29-Feb-2008 |
Kotak Medium Term Fund | Medium Duration Fund |
Open Ended |
28-Feb-2014 |
Kotak Bond Fund | Medium to Long Duration Fund |
Open Ended |
25-Nov-1999 |
Kotak Emerging Equity Fund | Mid Cap Fund |
Open Ended |
12-Feb-2007 |
Kotak Money Market Fund | Money Market Fund |
Open Ended |
01-Jan-2007 |
Kotak S&P Bse Sensex Etf | Other ETFs |
Open Ended |
07-May-2008 |
Kotak Nifty Psu Bank Etf | Other ETFs |
Open Ended |
29-Oct-2007 |
Kotak Nifty Bank Etf | Other ETFs |
Open Ended |
24-Nov-2014 |
Kotak Overnight Fund | Overnight Fund |
Open Ended |
10-Jan-2019 |
Kotak Bond Short Term Fund | Short Duration Fund |
Open Ended |
03-May-2002 |
Kotak Small Cap Fund | Small Cap Fund |
Open Ended |
30-Dec-2004 |
Kotak Savings Fund | Ultra Short Duration Fund |
Open Ended |
07-Oct-2008 |
Kotak Esg Opportunities Fund | ESG |
Open Ended |
11-Dec-2020 |
Kotak Flexicap Fund | Flexi Cap Fund |
Open Ended |
11-Sep-2009 |
Kotak Global Innovation Fund Of Fund | FoF Overseas |
Open Ended |
05-Aug-2021 |
Kotak International Reit Fof | FoF Overseas |
Open Ended |
29-Dec-2020 |
Kotak Multicap Fund | Multi Cap Fund |
Open Ended |
06-Oct-2021 |
Kotak Nasdaq 100 Fof | FoF Overseas |
Open Ended |
02-Feb-2021 |
Kotak Nifty 50 Index Fund | Index Funds |
Open Ended |
21-Jun-2021 |
Kotak Nifty Aaa Bond Plus Sdl Apr 2026 70:30 Etf | Other ETFs |
Open Ended |
21-Oct-2021 |
Kotak Nifty Aaa Bond Plus Sdl Apr 2031 70:30 Etf | Other ETFs |
Open Ended |
21-Oct-2021 |
Kotak Nifty Alpha 50 Etf | Other ETFs |
Open Ended |
29-Dec-2021 |
Kotak Nifty Next 50 Index Fund | Index Funds |
Open Ended |
10-Mar-2021 |
Kotak Manufacture In India Fund | Manufacturing Fund |
Open Ended |
22-Feb-2022 |
Kotak Nifty 100 Low Volatility 30 Etf | Other ETFs |
Open Ended |
23-Mar-2022 |
Kotak Nifty Sdl Apr 2027 Top 12 Eq Wt Index Fund | Index Funds |
Open Ended |
11-Feb-2022 |
Kotak Nifty Sdl Apr 2032 Top 12 Eq Wt Index Fund | Index Funds |
Open Ended |
11-Feb-2022 |
Kotak Gold Fund | FoF Domestic |
Open Ended |
25-Mar-2011 |
Kotak Nifty 50 Value 20 Etf | Other ETFs |
Open Ended |
02-Dec-2015 |
Kotak Nifty India Consumption Etf | Other ETFs |
Open Ended |
28-Jul-2022 |
Kotak Nifty Mnc Etf | Other ETFs |
Open Ended |
05-Aug-2022 |
Kotak Nifty 50 Etf | Other ETFs |
Open Ended |
11-Jan-2010 |
Kotak Nifty It Etf | Other ETFs |
Open Ended |
02-Mar-2021 |
Kotak Nifty Midcap 50 Etf | Other ETFs |
Open Ended |
27-Jan-2022 |
Amc Name | Started On | Address | Phone Number | Website |
---|---|---|---|---|
Kotak Mahindra Mutual Fund | None | None |
None None |
Kotak Mahindra Mutual Fund |