otherHigh risk

Kotak India Growth Fund Series 4-Direct Plan - Growth 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

₹31.0626

▲ 0.01% today

As of 22 Feb 2024 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.50 L

▲ ₹50.3k gain · 50.3% / year

Invested 3 years ago

₹2.00 L

▲ ₹100.0k gain · 26.0% / year

Invested 5 years ago

₹3.45 L

▲ ₹2.45 L gain · 28.1% / 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

12.8%

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 years25.99%

CAGR — 5 years28.14%

CAGR — since launch20.81%

Volatility — 1 year (annualised)11.00%

Volatility — 3 years (annualised)12.76%

Max drawdown — 1 year-6.17%

Max drawdown — 3 years-14.03%

Sharpe ratio — 1 year (rf=6%)3.28

Sharpe ratio — 3 years (rf=6%)1.38

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Growth
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 142418
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.