otherLow risk
Kotak Quarterly Interval Plan Series 2 - Growth
A specialised fund. Check the scheme details for what it invests in. From Kotak Mahindra Mutual Fund. It's been running since 1 Oct 2007.
Latest price per unit
₹18.3167
▲ 2.33% today
As of 4 Apr 2016 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.03 L
▲ ₹3.5k gain · 3.5% / year
Invested 3 years ago
₹1.19 L
▲ ₹18.6k gain · 5.8% / year
Invested 5 years ago
₹1.42 L
▲ ₹41.9k gain · 7.2% / 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
1.4%
The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-0.12%
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 year3.48%
CAGR — 3 years5.85%
CAGR — 5 years7.24%
CAGR — since launch7.36%
Volatility — 1 year (annualised)2.36%
Volatility — 3 years (annualised)1.40%
Max drawdown — 1 year-0.03%
Max drawdown — 3 years-0.12%
Sharpe ratio — 1 year (rf=6%)-1.01
Sharpe ratio — 3 years (rf=6%)-0.00
Fund info
- Fund house
- Kotak Mahindra Mutual Fund
- Category
- Income
- Plan
- —
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 106735
- First price on record
- 1 Oct 2007 · 2,044 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.