Pros | ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Among most bought funds within the category. ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y duration. | ||
Cons | ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Global - Other | Equity,Global - Other | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 100 Cr | 3834 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹100 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 1.95% | 0.58% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | MSCI EM NR USD | Russell 3000 Growth TR USD |
No of Holdings | - | - | ||
Top 5 Holdings | - | - | ||
No of Sectors | - | - | ||
Top 3 Sectors | - | - | ||
Equity % | - | - | ||
Debt % | - | - | ||
P/E | 15.91 | 37.12 | ||
P/B | 2.29 | 10.67 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 2.86% | 2.28% | ||
3-Month Return | 19.47% | 17.8% | ||
6-Month Return | 16.4% | 4.35% | ||
1-Year Return | 10.7% | 11.54% | ||
3-Year Return | 11.54% | 21.63% | ||
5-Year Return | 7.31% | 12.38% |
Sharpe | 0.3 | 0.88 | ||
Alpha | -1.55 | -4.11 | ||
Beta | 0.88 | 1.02 | ||
Standard Deviation | 14.27 | 19.16 | ||
Information Ratio | -0.55 | -1.19 |
Description | Kotak Global Emerging Market Fund - Growth - Direct is an equity fund.The fund could potentially beat inflation in the long-run. | Franklin India Feeder - Franklin U.S. Opportunities Fund - Direct - Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Arjun Khanna | - |