Pros | - | ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | - | 2/40 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 0 Years | 4 Years | ||
Fund Size | - | 13470 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | - | 0.72% | ||
Exit Load | 0.5% | 1% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | - | 80 | ||
Top 5 Holdings | - | HDFC Bank Ltd (9.19%) ICICI Bank Ltd (8.7%) Larsen & Toubro Ltd (6.79%) Reliance Industries Ltd (6.61%) UltraTech Cement Ltd (3.95%) | ||
No of Sectors | - | 12 | ||
Top 3 Sectors | - | Financial Services (34.27%) Industrial (17.13%) Consumer Cyclical (12.74%) | ||
Equity % | - | 89.32% | ||
Debt % | - | - | ||
P/E | - | 24.62 | ||
P/B | - | 3.51 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | - | -1.23% | ||
3-Month Return | - | 5.59% | ||
6-Month Return | - | 11.17% | ||
1-Year Return | - | 5.42% | ||
3-Year Return | - | 24.29% | ||
5-Year Return | - | - |
Sharpe | - | 1.31 | ||
Alpha | - | 7.29 | ||
Beta | - | 0.86 | ||
Standard Deviation | - | 12.3 | ||
Information Ratio | - | 1.57 |
Description | Kotak Active Momentum Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Abhishek Bisen | Manish Banthia,Anish Tawakley,Lalit Kumar |