otherLow risk

Kotak FMP Series 234 - 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 23 Jul 2018.

Latest price per unit

₹13.0089

▲ 0.03% today

As of 20 Sep 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹6.9k gain · 6.9% / year

Invested 3 years ago

₹1.29 L

▲ ₹29.4k gain · 9.0% / 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

1.9%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-1.49%

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 year6.87%

CAGR — 3 years8.97%

CAGR — 5 years—

CAGR — since launch8.61%

Volatility — 1 year (annualised)0.35%

Volatility — 3 years (annualised)1.91%

Max drawdown — 1 year-0.03%

Max drawdown — 3 years-1.49%

Sharpe ratio — 1 year (rf=6%)2.65

Sharpe ratio — 3 years (rf=6%)1.57

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: IDF
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 144279
First price on record: 23 Jul 2018 · 763 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.