Debt Scheme - Gilt Fund
| Period | Win Ratio (%) | Avg Win over Benchmark (%) | Avg Loss over Benchmark (%) |
|---|---|---|---|
| 30 days | 44% | 32% | 58% |
| 60 days | 41% | 26% | 37% |
| 90 days | 41% | 22% | 31% |
| 180 days | 40% | 16% | 22% |
| 1Yr | 38% | 9% | 15% |
| 3Yr | 18% | 3% | 7% |
| 5Yr | 14% | 3% | 7% |
| 7Yr | 4% | 1% | 5% |
| 10Yr | 0% | 0% | 5% |
| Period | Kotak Gilt Fund -Investment Regular-Growth - Direct | Nifty 50 |
|---|---|---|
| 30 days | -7.4% | -22.9% | 7.3% | 52.6% | 26.6% | -61.9% | 14.2% | 180.7% |
| 60 days | -6.3% | -13.2% | 7.4% | 38.8% | -23.0% | -45.3% | 16.7% | 120.0% |
| 90 days | -4.8% | -12.5% | 7.6% | 30.9% | -25.0% | -37.7% | 15.4% | 102.4% |
| 1 Year | 1.8% | -1.3% | 8.3% | 19.3% | -10.0% | -14.9% | 12.2% | 55.8% |
| 3 Years | 5.4% | 5.1% | 8.0% | 13.6% | 7.7% | 3.5% | 13.4% | 23.9% |
| 5 Years | 5.2% | 5.4% | 8.2% | 10.6% | 6.4% | 4.9% | 13.7% | 21.6% |
| 7 Years | 6.3% | 6.5% | 8.3% | 10.9% | 11.2% | 8.2% | 13.4% | 15.7% |
| 10 Years | 6.7% | 6.8% | 8.3% | 9.3% | 11.7% | 11.3% | 13.3% | 15.0% |
| Start Date | End Date | Duration | Max Drop (%) | Benchmark & Other Symbols Max Drop | Start Value | Min Value | End Value |
|---|---|---|---|---|---|---|---|
| May 27, 2013 | Sept. 13, 2014 | 474 days | 13% | Nifty 50: 12% | 10913 | 9456 | 10918 |
| Nov. 24, 2016 | June 7, 2017 | 195 days | 6% | Nifty 50: 1% | 15315 | 14418 | 15325 |