otherModerate risk

Kotak Twin Advantage Series III- Growth

A specialised fund. Check the scheme details for what it invests in. From Kotak Mahindra Mutual Fund. It's been running since 18 Sep 2006.

Latest price per unit

₹11.7359

▲ 0.02% today

As of 14 Sep 2009 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.09 L

▲ ₹8.8k gain · 8.8% / 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

6.9%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-7.89%

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 year8.80%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch5.40%

Volatility — 1 year (annualised)5.56%

Volatility — 3 years (annualised)6.88%

Max drawdown — 1 year-4.14%

Max drawdown — 3 years-7.89%

Sharpe ratio — 1 year (rf=6%)0.59

Sharpe ratio — 3 years (rf=6%)-0.07

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 104265
First price on record: 18 Sep 2006 · 722 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.