FundLens
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Banking & FinancialHold

Kotak BankIng & FInancial Services

Kotak · Direct–Growth · rank #10 / 31 Smart Score ke hisaab se

Data updated

Kotak BankIng & FInancial Services ka score 59/100 hai — 31 mein #10 Banking & Financial fund (Hold). Mazbooti: expense ratio (category mein 93th percentile) aur Sharpe ratio (category mein 65th percentile). Kamzori: utaar-chadhaav (category mein 35th percentile).

Trailing returns

index ke muqable: Nifty Bank (index-fund proxy)
1 saal
10.6%
+4.2% index ke muqable
3 saal
14.1%
+4.8% index ke muqable
5 saal
Launch se
16.5%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2024
14.1%
2025
15.9%
2026
1.5%

Risk metrics

Sharpe ratio
0.61
↑ jitna zyada, utna accha
Sortino ratio
0.64
↑ jitna zyada, utna accha
Std deviation
16.15
↓ jitna kam, utna accha
Alpha
2.57
↑ jitna zyada, utna accha
Beta
1.00
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.