otherLow risk

Kotak Quarterly Interval Plan Series 5-Growth

A specialised fund. Check the scheme details for what it invests in. From Kotak Mahindra Mutual Fund. It's been running since 29 Jan 2008.

Latest price per unit

₹17.1768

▲ 0.01% today

As of 19 Jan 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.02 L

▲ ₹2.1k gain · 2.1% / year

Invested 3 years ago

₹1.18 L

▲ ₹17.9k gain · 5.6% / year

Invested 5 years ago

₹1.40 L

▲ ₹40.4k gain · 7.0% / 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

0.3%

The value swings roughly 0% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-0.15%

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 year2.13%

CAGR — 3 years5.64%

CAGR — 5 years7.02%

CAGR — since launch7.00%

Volatility — 1 year (annualised)0.21%

Volatility — 3 years (annualised)0.34%

Max drawdown — 1 year-0.04%

Max drawdown — 3 years-0.04%

Sharpe ratio — 1 year (rf=6%)-17.77

Sharpe ratio — 3 years (rf=6%)-0.69

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 107485
First price on record: 29 Jan 2008 · 1,914 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.