otherVery high risk
Kotak 30-(Dividend)
A specialised fund. Check the scheme details for what it invests in. From Kotak Mahindra Mutual Fund. It's been running since 3 Apr 2006.
Latest price per unit
₹34.323
▼ 0.80% today
As of 5 Jan 2011 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.03 L
▲ ₹3.2k gain · 3.2% / year
Invested 3 years ago
₹65.5k
▼ ₹34.5k loss · -13.2% / 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
30.8%
The value swings roughly 31% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-65.62%
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 year3.16%
CAGR — 3 years-13.16%
CAGR — 5 years—
CAGR — since launch-0.06%
Volatility — 1 year (annualised)17.78%
Volatility — 3 years (annualised)30.76%
Max drawdown — 1 year-17.73%
Max drawdown — 3 years-65.62%
Sharpe ratio — 1 year (rf=6%)-0.16
Sharpe ratio — 3 years (rf=6%)-0.67
Fund info
- Fund house
- Kotak Mahindra Mutual Fund
- Category
- Income
- Plan
- —
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 101733
- First price on record
- 3 Apr 2006 · 1,176 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.