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Kotak FMP Series 310 - Regular Plan - Growth Option
Kotak Mahindra Mutual Fund · IDF
₹12.29
AUM: —
NAV updated 1 day ago
Plan
Regular
Option
Growth
Sharpe Ratio
-2.23
Std Dev (1Y)
0.28%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.45%
3m
+1.25%
6m
+2.62%
1y
+5.65%
3y
+6.71%
5y
—
10y
—
since inception
+6.96%
TopFund's Take on Kotak FMP Series 310 - Regular Plan - Growth Option
Kotak FMP Series 310 - Regular Plan - Growth Option is a IDF fund from Kotak Mahindra Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -2.23 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.28% is on the lower side for a IDF fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a IDF fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
No similar funds found.
Tools & Guides for This Fund
Frequently Asked Questions about Kotak FMP Series 310 - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Kotak FMP Series 310 - Regular Plan - Growth Option is ₹12.29. NAV is updated every business day after market close by AMFI.
1Y: 5.65% · 3Y CAGR: 6.71%
Expense ratio data for Kotak FMP Series 310 - Regular Plan - Growth Option is not yet available.
Kotak FMP Series 310 - Regular Plan - Growth Option is managed by Kotak Mahindra Mutual Fund.
Kotak FMP Series 310 - Regular Plan - Growth Option is classified as a IDF risk fund. It is suitable for investors with a moderate risk appetite.
Kotak FMP Series 310 - Regular Plan - Growth Option is a IDF fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Kotak FMP Series 310 - Regular Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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