Kotak Gilt Fundamental Relationships

INF174K01FL9 -- India Fund  

INR 60.48  0.01  0.0165%

The Drivers Module shows relationships between Kotak Gilt's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Kotak Gilt Inv PF Trust Reg Gr over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Kotak Gilt Inv Ten Year Return vs. Bond Positions Weight Fundamental Analysis

Kotak Gilt Inv PF Trust Reg Gr is currently considered the top fund in bond positions weight among similar funds. It is currently considered the top fund in ten year return among similar funds reporting about  0.07  of Ten Year Return per Bond Positions Weight. The ratio of Bond Positions Weight to Ten Year Return for Kotak Gilt Inv PF Trust Reg Gr is roughly  14.61 
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Kotak Gilt 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
96.75 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of market or market segment it invests in.
Kotak Gilt 
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
6.62 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10 year interval.

Kotak Gilt Inv Ten Year Return Comparison

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