Kotak Gilt Fundamental Relationships

INF174K01FL9 -- India Fund  

INR 62.86  0.26  0.42%

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 One Year Return vs. Cash Position Weight Fundamental Analysis

Kotak Gilt Inv PF Trust Reg Gr is rated second overall fund in cash position weight among similar funds. It is currently considered the top fund in one year return among similar funds reporting about  4.01  of One Year Return per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Kotak Gilt 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
3.25%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Kotak Gilt 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
13.04%
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

Kotak Gilt Inv One Year Return Comparison

Kotak Gilt is currently under evaluation in one year return among similar funds.

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