otherVery high risk

Kotak Quarterly Interval Plan Series 7 - Growth - Direct

A specialised fund. Check the scheme details for what it invests in. From Kotak Mahindra Mutual Fund. It's been running since 21 Feb 2013.

Latest price per unit

₹10.5189

▲ 0.07% today

As of 4 Apr 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹77.4k

▼ ₹22.6k loss · -22.6% / year

Invested 3 years ago

₹74.5k

▼ ₹25.5k loss · -9.4% / 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

31.9%

The value swings roughly 32% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-37.27%

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-22.63%

CAGR — 3 years-9.37%

CAGR — 5 years—

CAGR — since launch-8.80%

Volatility — 1 year (annualised)0.27%

Volatility — 3 years (annualised)31.88%

Max drawdown — 1 year-0.01%

Max drawdown — 3 years-37.27%

Sharpe ratio — 1 year (rf=6%)0.42

Sharpe ratio — 3 years (rf=6%)-0.62

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Income
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 120228
First price on record: 21 Feb 2013 · 568 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.