otherVery high risk

KOTAK LIFESTYLE FUND---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

₹11.542

▼ 0.55% today

As of 9 Sep 2011 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹91.6k

▼ ₹8.4k loss · -8.4% / year

Invested 3 years ago

₹1.35 L

▲ ₹34.7k gain · 10.4% / year

Invested 5 years ago

₹1.20 L

▲ ₹19.8k gain · 3.7% / 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

21.6%

The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-65.37%

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-8.39%

CAGR — 3 years10.44%

CAGR — 5 years3.68%

CAGR — since launch1.90%

Volatility — 1 year (annualised)15.25%

Volatility — 3 years (annualised)21.58%

Max drawdown — 1 year-22.18%

Max drawdown — 3 years-38.73%

Sharpe ratio — 1 year (rf=6%)-0.97

Sharpe ratio — 3 years (rf=6%)0.19

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103473
First price on record: 3 Apr 2006 · 1,342 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.