otherLow risk

Kotak Income Plus-(Monthly 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

₹9.9187

▲ 0.16% today

As of 28 Feb 2011 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹97.5k

▼ ₹2.5k loss · -2.5% / year

Invested 3 years ago

₹88.8k

▼ ₹11.2k loss · -3.9% / 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

5.8%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-23.57%

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-2.54%

CAGR — 3 years-3.86%

CAGR — 5 years—

CAGR — since launch-2.41%

Volatility — 1 year (annualised)3.86%

Volatility — 3 years (annualised)5.80%

Max drawdown — 1 year-5.40%

Max drawdown — 3 years-18.69%

Sharpe ratio — 1 year (rf=6%)-2.35

Sharpe ratio — 3 years (rf=6%)-1.75

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101953
First price on record: 3 Apr 2006 · 1,190 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.