otherLow risk

Kotak FMP Series 232-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 29 Jun 2018.

Latest price per unit

₹12.8002

▲ 0.01% today

As of 5 Aug 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹6.6k gain · 6.6% / year

Invested 3 years ago

₹1.27 L

▲ ₹26.8k gain · 8.2% / 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

1.3%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-1.18%

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 year6.57%

CAGR — 3 years8.23%

CAGR — 5 years—

CAGR — since launch8.26%

Volatility — 1 year (annualised)0.33%

Volatility — 3 years (annualised)1.27%

Max drawdown — 1 year-0.04%

Max drawdown — 3 years-1.18%

Sharpe ratio — 1 year (rf=6%)1.69

Sharpe ratio — 3 years (rf=6%)1.78

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: IDF
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 143994
First price on record: 29 Jun 2018 · 750 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.