MF Gyan
debtLow risk

Kotak Bond Short Term Plan-(Payout of Income Distribution cum capital withdrawal option)

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Kotak Mahindra Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit
₹10.0545
0.01% today
As of 17 Sep 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹98.8k
₹1.2k loss · -1.2% / year
Invested 3 years ago
₹99.7k
₹312 loss · -0.1% / year
Invested 5 years ago
₹99.4k
₹578 loss · -0.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
4.0%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-5.31%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)
CAGR — 1 year-1.23%
CAGR — 3 years-0.10%
CAGR — 5 years-0.12%
CAGR — since launch-0.02%
Volatility — 1 year (annualised)2.32%
Volatility — 3 years (annualised)3.99%
Max drawdown — 1 year-2.41%
Max drawdown — 3 years-5.11%
Sharpe ratio — 1 year (rf=6%)-3.14
Sharpe ratio — 3 years (rf=6%)-1.53

Fund info

Fund house
Kotak Mahindra Mutual Fund
Category
Debt Scheme - Short Duration Fund
Plan
Option
IDCW
ISIN (Growth)
ISIN (Div re-invest)
Fund code
101372
First price on record
3 Apr 2006 · 3,732 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.