Kotak OM Fundamental Relationships

F00000H4Q4 -- India Fund  

INR 18.28  0.01  0.05%

The Drivers Module shows relationships between Kotak OM's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Kotak OM Life Peak Guarantee I over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

Kotak OM Life Equity Positions Weight vs. Bond Positions Weight Fundamental Analysis

Kotak OM Life Peak Guarantee I is rated below average in bond positions weight among similar funds. It is rated # 4 fund in equity positions weight among similar funds making about  0.84  of Equity Positions Weight per Bond Positions Weight. The ratio of Bond Positions Weight to Equity Positions Weight for Kotak OM Life Peak Guarantee I is roughly  1.19 
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Kotak OM 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
41.59%
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Kotak OM 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
35.02%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Kotak OM Life Equity Positions Weight Comparison

Kotak OM is currently under evaluation in equity positions weight among similar funds.

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