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Kotak Gilt-Investment Regular-Growth
Kotak Mahindra Mutual Fund · Debt · Gilt Fund
₹96.81
AUM: —
NAV updated 11 days ago
Plan
Regular
Option
Growth
Risk
Moderate to High
Sharpe Ratio
-1.22
Std Dev (1Y)
3.65%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.5%
3m
+0.97%
6m
+1.85%
1y
+2.22%
3y
+4.63%
5y
+4.35%
10y
+5.84%
since inception
+7.37%
TopFund's Take on Kotak Gilt-Investment Regular-Growth
Kotak Gilt-Investment Regular-Growth is a Gilt Fund fund from Kotak Mahindra Mutual Fund. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern.
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 -1.22 — 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 3.65% is on the lower side for a Gilt Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to conservative investors prioritising capital stability and predictable income over high growth.
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 Gilt-Investment Regular-Growth
The current NAV (Net Asset Value) of Kotak Gilt-Investment Regular-Growth is ₹96.81. NAV is updated every business day after market close by AMFI.
1Y: 2.22% · 3Y CAGR: 4.63% · 5Y CAGR: 4.35%
Expense ratio data for Kotak Gilt-Investment Regular-Growth is not yet available.
Kotak Gilt-Investment Regular-Growth is managed by Kotak Mahindra Mutual Fund.
Kotak Gilt-Investment Regular-Growth is classified as a Moderate to High risk fund. It is suitable for investors with a moderate risk appetite.
Kotak Gilt-Investment Regular-Growth is a Gilt Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Kotak Gilt-Investment Regular-Growth 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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