otherLow risk
Kotak Hybrid Fixed Term Plan Series 2 - Direct Plan - Growth
A specialised fund. Check the scheme details for what it invests in. From Kotak Mahindra Mutual Fund. It's been running since 30 Jan 2014.
Latest price per unit
₹12.9479
▼ 0.01% today
As of 30 Jan 2017 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.09 L
▲ ₹9.1k gain · 9.1% / year
Invested 3 years ago
₹1.30 L
▲ ₹30.3k gain · 9.2% / 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
2.8%
The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-1.88%
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 year9.12%
CAGR — 3 years9.22%
CAGR — 5 years—
CAGR — since launch9.22%
Volatility — 1 year (annualised)2.60%
Volatility — 3 years (annualised)2.84%
Max drawdown — 1 year-1.40%
Max drawdown — 3 years-1.88%
Sharpe ratio — 1 year (rf=6%)1.27
Sharpe ratio — 3 years (rf=6%)1.17
Fund info
- Fund house
- Kotak Mahindra Mutual Fund
- Category
- 1099 Days
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 126497
- First price on record
- 30 Jan 2014 · 717 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.