Pros | - | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | - | 2/40 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 0 Years | 6 Years | ||
Fund Size | 1390 Cr | 29871 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | - | 0.63% | ||
Exit Load | 0.5% | 1% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | - | 78 | ||
Top 5 Holdings | - | Axis Bank Ltd (6.91%) Infosys Ltd (6.77%) Reliance Industries Ltd (5.18%) Sun Pharmaceuticals Industries Ltd (5.07%) Larsen & Toubro Ltd (4.35%) | ||
No of Sectors | - | 11 | ||
Top 3 Sectors | - | Financial Services (31.33%) Government (12.9%) Health (11.64%) | ||
Equity % | - | 93.85% | ||
Debt % | - | 0.66% | ||
P/E | - | 20.28 | ||
P/B | - | 2.83 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | - | 2.63% | ||
3-Month Return | - | 1.76% | ||
6-Month Return | - | 15.75% | ||
1-Year Return | - | 2.34% | ||
3-Year Return | - | 24.55% | ||
5-Year Return | - | 32.11% |
Sharpe | - | 1.3 | ||
Alpha | - | 8.54 | ||
Beta | - | 0.82 | ||
Standard Deviation | - | 11.66 | ||
Information Ratio | - | 1.81 |
Description | Kotak Active Momentum Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential India Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Abhishek Bisen,Rohit Tandon | Sankaran Naren,Sharmila D’mello,Divya Jain,Roshan Chutkey |