Kotak Multi Cap Fund Regular Growth


Performance Analysis

The rolling return chart shows that the fund lies above lower quartile and below upper quartile and it has constantly generated returns above median.

The snail trail chart shows that the fund took less risk most of the time and generated exceptional positive returns all the time which can’t be seen in most other funds which is a positive aspect.

The fund has exceptional information ratio by having positive IR all the time and it showed nothing but growth. So overall a positive aspect.

Portfolio Analysis

The chart shows that the fund belongs to the large cap blended category. The range of the fund is broader than the category average.The fund has tilted towards the blended category while the peers belong to the large cap growth category.

Growth – The fund has tilted towards growth compared to value.

Yield – The fund is low yield generating.

Momentum – The fund has a high momentum factor.

Quality – The fund is close to medium quality.

Volatility – The fund has lower volatility.

Liquidity – The fund has lower liquidity.

Size – The fund is close to mid size and is sized smaller than the category average. 


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