Kotak MIP-G    Plan:
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 Returns and Risk Aggregates
 Rating & Risk    Modern Portfolio Stat    Volatility Measures
 Fund Rating    R-Squared 0.79    Mean 7.35
 Fund Risk Grade Above Average    Alpha 1.31    Standard Deviation 3.84
 Fund Return Grade Below Average    Beta 0.75    Sharpe Ratio 0.39

 Best and Worst Performance
     Best (Period) Worst (Period)
Month   5.94  (09/03/2009  -  09/04/2009) -5.47  (06/02/2009  -  09/03/2009)
Quarter   12.32  (12/03/2009  -  11/06/2009) -7.79  (04/01/2008  -  04/04/2008)
Year   20.06  (12/03/2009  -  12/03/2010) -13.30  (12/03/2008  -  12/03/2009)
 Relative Performance (Fund Vs Category Average)
 Trailing Returns
As of 20 May 2013  Fund Return  Category Return   VR MIP  
Year-to-Date 5.23 4.01 4.86
1-Week 1.74 0.99 1.34
1-Month 3.59 2.59 2.67
3-Month 3.71 3.35 3.43
1-Year 15.71 12.38 13.98
2-Year 10.49 9.11 8.35
3-Year 8.83 8.02 7.25
5-Year 6.10 7.69 6.10
Return less than 1-year are absolute and over 1 year are annualised
 Annual Returns
    2012 2011 2010 2009 2008
Fund Return   15.25 0.86 6.63 10.22 -11.30
Rank In Category   11/59 39/58 32/57 37/55 54/59
Category Average   12.83 1.93 7.47 14.33 -3.33
VR MIP    13.66  -3.73  8.22  14.64  -5.89
 Quarterly Returns
  Q1 Q2 Q3 Q4
2013 0.25 -- -- --
2012 5.41 1.66 3.83 3.59
2011 0.29 0.86 -0.06 -0.23
2010 1.14 2.03 2.67 0.64
2009 -3.41 6.44 4.31 2.77
2008 -6.74 -2.30 -0.78 -1.89
2007 -0.76 3.22 3.53 8.02
2006 5.00 -0.53 2.13 2.60
2005 1.25 2.97 5.14 1.53
2004 -1.01 -2.15 2.21 4.78
2003 -- -- -- --
 
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