otherHigh risk
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.
Latest price per unit
₹10.00
▼ 18.30% today
As of 11 Dec 2018 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹85.6k
▼ ₹14.4k loss · -14.4% / year
Invested 3 years ago
₹1.01 L
▲ ₹566 gain · 0.2% / 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
12.2%
The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-18.52%
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-14.42%
CAGR — 3 years0.19%
CAGR — 5 years—
CAGR — since launch0.19%
Volatility — 1 year (annualised)20.85%
Volatility — 3 years (annualised)12.16%
Max drawdown — 1 year-18.52%
Max drawdown — 3 years-18.52%
Sharpe ratio — 1 year (rf=6%)-1.07
Sharpe ratio — 3 years (rf=6%)-0.48
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
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.