otherModerate risk

Kotak Income Plus-(Quaterly 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

₹10.1986

▲ 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

₹96.9k

▼ ₹3.1k loss · -3.1% / year

Invested 3 years ago

₹90.7k

▼ ₹9.3k loss · -3.2% / 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

6.2%

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

Worst drop ever

-22.78%

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-3.08%

CAGR — 3 years-3.21%

CAGR — 5 years—

CAGR — since launch-1.86%

Volatility — 1 year (annualised)5.28%

Volatility — 3 years (annualised)6.24%

Max drawdown — 1 year-6.60%

Max drawdown — 3 years-18.96%

Sharpe ratio — 1 year (rf=6%)-1.83

Sharpe ratio — 3 years (rf=6%)-1.51

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101955
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.