debtLow risk

Kotak Bond Short Term Plan-(Half Yearly Payout of Income Distribution cum capital withdrawal option) - Direct

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Kotak Mahindra Mutual Fund. It's been running since 25 Oct 2013.

Latest price per unit

₹15.8959

▲ 0.01% today

As of 17 Sep 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹6.1k gain · 6.1% / year

Invested 3 years ago

₹1.30 L

▲ ₹30.0k gain · 9.1% / year

Invested 5 years ago

₹1.46 L

▲ ₹45.6k gain · 7.8% / 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

2.8%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-6.62%

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 year6.05%

CAGR — 3 years9.14%

CAGR — 5 years7.80%

CAGR — since launch6.04%

Volatility — 1 year (annualised)0.94%

Volatility — 3 years (annualised)2.80%

Max drawdown — 1 year-1.06%

Max drawdown — 3 years-2.38%

Sharpe ratio — 1 year (rf=6%)0.15

Sharpe ratio — 3 years (rf=6%)1.11

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Debt Scheme - Short Duration Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 125254
First price on record: 25 Oct 2013 · 1,902 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.