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Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

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Kotak FMP Series 310 - Regular Plan - IDCW Payout option

Kotak Mahindra Mutual Fund · Income

₹12.29

+0.01 (+0.06%) trending_up

AUM: —

NAV updated 28 days ago

Plan

Regular

Option

Idcw

Risk

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

-2.88

Std Dev (1Y)

0.29%

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

+2.61%

1y

+5.65%

3y

+6.71%

5y

10y

since inception

+6.96%

rate_review TopFund's Take on Kotak FMP Series 310 - Regular Plan - IDCW Payout option

Kotak FMP Series 310 - Regular Plan - IDCW Payout option is a Income 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 -2.88 — 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 0.29% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income 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.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about Kotak FMP Series 310 - Regular Plan - IDCW Payout option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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