Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund-Direct Plan- Growth
Kotak Mahindra Mutual Fund Other Index Funds
Expense Ratio
0.20%
AUM
₹1895.62 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+0.65%
Poor
6 Months
+0.27%
Poor
1 Year
+6.27%
Below Average
3 Years
+7.95%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 14 quarters
AUM Metrics
Key indicators
Current AUM
₹1895.62 Cr
Recent Trend
Declining
Stability Score
9.0
Growth Assessment
Stable
Growth Performance
Historical returns
1Y
Annual Growth
+1.77%
3Y
3Y CAGR
+1092.42%
5Y
5Y CAGR
N/A
Growth Assessment: Stable
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
2.90%
Annualized standard deviation
Sharpe Ratio
0.403
Poor - Risk-adjusted return
Max Drawdown
-3.20%
Low - Worst decline
Consistency
83.9%
Performance consistency
Volatility Breakdown
Daily Volatility
0.18%
Average daily price movement
Annualized Volatility
2.90%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance