Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend
A specialised fund. Check the scheme details for what it invests in. From Kotak Mahindra Mutual Fund. It's been running since 11 Dec 2015.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 9 other funds in 1098 Days
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 3 of last 4 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- Kotak Mahindra Mutual Fund
- Category
- 1098 Days
- Plan
- Direct
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 135748
- First price on record
- 11 Dec 2015 · 723 daily prices
About Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend
Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend is a 1098 Days offered by Kotak Mahindra Mutual Fund under the Direct plan with the Dividend option. It has approximately 11 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.
The current NAV of Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend is ₹10.0000 (as of 11 Dec 2018). Historically, it has delivered -14.41% over the last year, 0.19% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 12.2% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 18.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend?+
The latest NAV of Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend is ₹10.0000 as of 11 Dec 2018, down 18.30% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend?+
Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend has delivered 1-year return -14.41%, 3-year CAGR 0.19%, since-inception CAGR 0.19%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend belong to?+
Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend is categorised as 1098 Days. A specialised fund. Check the scheme details for what it invests in.
How risky is Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend?+
Based on its 3-year annualised volatility of 12.2%, Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend a direct plan?+
Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend?+
Kotak Capital Protection Oriented Scheme - Series 2 - Direct Dividend has NAV history available from 11 Dec 2015 — approximately 11 years of track record and 723 daily NAV observations.
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.