otherHigh risk
Kotak India Growth Fund Series 4-Direct Plan-ayout of Income Distribution cum capital withdrawal option
A specialised fund. Check the scheme details for what it invests in. From Kotak Mahindra Mutual Fund. It's been running since 26 Feb 2018.
Latest price per unit
₹30.8495
▲ 0.02% today
As of 22 Feb 2024 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.50 L
▲ ₹50.3k gain · 50.3% / year
Invested 3 years ago
₹1.99 L
▲ ₹98.8k gain · 25.7% / year
Invested 5 years ago
₹3.43 L
▲ ₹2.43 L gain · 28.0% / 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
12.7%
The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-29.07%
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 year50.29%
CAGR — 3 years25.74%
CAGR — 5 years27.99%
CAGR — since launch20.67%
Volatility — 1 year (annualised)11.00%
Volatility — 3 years (annualised)12.75%
Max drawdown — 1 year-6.18%
Max drawdown — 3 years-14.03%
Sharpe ratio — 1 year (rf=6%)3.28
Sharpe ratio — 3 years (rf=6%)1.37
Fund info
- Fund house
- Kotak Mahindra Mutual Fund
- Category
- Growth
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 142415
- First price on record
- 26 Feb 2018 · 1,475 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.