Kotak FMP - Series 308 - 1125 Days - Regular (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Kotak FMP - Series 308 - 1125 Days - Regular (G) (43989) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak FMP - Series 308 - 1125 Days - Regular (G)
Kotak Mahindra Asset Management Company Ltd
The investment objective of the Scheme is to generate income by investing in debt and money market securities, maturing on or before the maturity of the scheme. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Good Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
Established Team
Quality Score
Below Average
Kotak FMP - Series 308 - 1125 Days - Regular (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Equity Exposure
Market exposure level
Fund Size
Assets under management
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| Mindspace Business Parks REIT | Infra/ Real Estate Investment Trust | 8.17% |
| Bajaj Housing Finance Ltd | Finance - Housing - Large | 8.16% |
| Tata Projects | Debt Others | 8.16% |
| REC Ltd | Finance - Term-Lending Institutions | 8.15% |
| Samvardhana Motherson International Ltd | Auto Ancillaries - Others | 8.15% |
| Aditya Birla Real Estate Ltd | Construction - Factories / Offices / Commercial | 8.14% |
| Godrej Industries Ltd | Chemicals - Organic - Large | 8.14% |
| JM Finan. Credit | Debt Others | 8.13% |
| Sikka Ports | Debt Others | 8.11% |
| JM Fin. Ass. Re. | Debt Others | 7.13% |
Compare against Fixed Maturity Plans category average
Performance Summary
This comparison shows how the fund performs relative to the Fixed Maturity Plans category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Fixed Maturity Plans category
Kotak FMP - Series 308 - 1125 Days - Regular (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| TRUSTMF FMP - Series II (1196 Days) - Dir (G) | ₹1237.99 | 1.83% | 4.65% | 8.90% |
| TRUSTMF FMP - Series II (1196 Days) - Reg (G) | ₹1234.60 | 1.81% | 4.60% | 8.80% |
| TRUSTMF FMP - Series II (1196 Days) - Reg (IDCW) | ₹1234.60 | 1.81% | 4.60% | 8.80% |
| Nippon India Interval Fund - Qrtly-Sr.II-Dir (G) | ₹37.17 | 1.45% | 3.05% | 6.54% |
| Nippon India Interval Fund-Annual-Sr.I Retail (G) | ₹36.94 | 1.97% | 3.70% | 7.29% |
| Nippon India Interval Fund - Qrtly-Sr.II (G) | ₹36.61 | 1.43% | 3.03% | 6.49% |
| UTI-Annual Interval Fund - I - Inst (G) | ₹36.30 | 1.33% | 2.98% | 6.29% |
| UTI-Annual Interval Fund - I - Direct (G) | ₹35.33 | 1.36% | 3.03% | 6.37% |
| UTI-Annual Interval Fund - I (G) | ₹34.90 | 1.33% | 2.98% | 6.26% |
| Aditya Birla SL Interval Income-Qrtly-Sr.I-Dir (G) | ₹34.66 | 1.36% | 2.93% | 6.55% |
Category Average Returns
Deepak Agrawal
A seasoned investment professional with over 3 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.