Question 1

Which funds are similar to Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth?

Accepted Answer

Funds similar to Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth in the Debt: Target Maturity category are listed in the Similar Funds tab, selected based on same category and benchmark index.

Question 2

How does Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth compare to the category average?

Accepted Answer

The comparison of Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth against the Debt: Target Maturity category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.

Question 3

What is the rank of Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth in its category?

Accepted Answer

The rank of Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth within the Debt: Target Maturity category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.

Question 4

What are the alternatives to Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth?

Accepted Answer

Top alternatives to Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth in the Debt: Target Maturity category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — CRISIL IBX AAA Financial Services Index - Sep 2027 — are also listed separately.

Question 5

How does Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

The expense ratio of Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth is 0.18%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.

Question 6

How does Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth has an AUM of ₹ 489.92 Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.

Question 7

Which fund has the best 3-year returns in the Debt: Target Maturity category?

Accepted Answer

The top-performing funds by 3-year returns in the Debt: Target Maturity category can be found by sorting the Similar Funds comparison table by the 3Y column.

Question 8

Is Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth better than index funds in the same category?

Accepted Answer

Whether Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth beats index funds in the Debt: Target Maturity category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.

Question 9

How does Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

Risk-adjusted performance of Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth using Sharpe ratio, alpha and beta relative to category peers is shown in the Alpha, Beta & Sharpe section of the Performance tab.

Question 10

Are there any funds tracking CRISIL IBX AAA Financial Services Index - Sep 2027 with lower costs?

Accepted Answer

Funds tracking the same benchmark as Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth — CRISIL IBX AAA Financial Services Index - Sep 2027 — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.

Period	This Fund	Category Avg	Category Rank
1Y Return	+6.08%	5.44%	10 / 85
3Y Return	—	7.56%	—
5Y Return	—	6.26%	—

Kotak CRISIL IBX AAA Financial Services Index - Sep 2027 Fund Direct-Growth

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