MF Gyan
otherLow risk8 years oldSteady vs its 3-year pace

Kotak FMP Series 237 - 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 2 Aug 2018.

Latest price per unit
₹12.8395
▲ 0.03% today
As of 25 Oct 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.04 L
▲ ₹4.2k gain · 4.2% / 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.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.99 L
Gain / loss+₹18.6k
XIRR (annualised)6.56%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.99 L
Projected gain*+₹19.4k
*at this fund's historical rate of 6.56% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in IDF

Same plan
1-year return
4.16%median 3.33% (+0.83%)
Rank #200 of 501Beats 51% of peers
3-year return
8.23%median 4.93% (+3.30%)
Rank #79 of 501Beats 72% of peers
Bumpiness (3Y)
2.15%median 3.16% (-1.01%)
Rank #216 of 501Less risky than 52% of peers
Worst-ever drop
-2.17%median -2.36% (+0.19%)
Rank #235 of 501Less risky than 48% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 4 years were positive.

+4%
2018
+10%
2019
+9%
2020
+3%
2021
Best year
2019 · 10.34%
Worst year
2021 · 3.14%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
2.2%

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

Worst drop ever
-2.17%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Kotak FMP Series 237 - Direct Plan-Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year4.16%
CAGR — 3 years8.23%
CAGR — 5 years—
CAGR — since launch7.99%
Volatility — 1 year (annualised)0.23%
Volatility — 3 years (annualised)2.15%
Max drawdown — 1 year-0.04%
Max drawdown — 3 years-2.17%
Sharpe ratio — 1 year (rf=6%)-7.50
Sharpe ratio — 3 years (rf=6%)1.05

Fund info

Fund house
Kotak Mahindra Mutual Fund
Category
IDF
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
144459
First price on record
2 Aug 2018 · 778 daily prices

About Kotak FMP Series 237 - Direct Plan-Growth Option

Kotak FMP Series 237 - Direct Plan-Growth Option is a IDF offered by Kotak Mahindra Mutual Fund under the Direct plan with the Growth option. It has approximately 8 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Kotak FMP Series 237 - Direct Plan-Growth Option is ₹12.8395 (as of 25 Oct 2021). Historically, it has delivered 4.18% over the last year, 8.23% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 2.2% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 2.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Kotak FMP Series 237 - Direct Plan-Growth Option?+

The latest NAV of Kotak FMP Series 237 - Direct Plan-Growth Option is ₹12.8395 as of 25 Oct 2021, up 0.03% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Kotak FMP Series 237 - Direct Plan-Growth Option?+

Kotak FMP Series 237 - Direct Plan-Growth Option has delivered 1-year return 4.18%, 3-year CAGR 8.23%, since-inception CAGR 7.99%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Kotak FMP Series 237 - Direct Plan-Growth Option belong to?+

Kotak FMP Series 237 - Direct Plan-Growth Option is categorised as IDF. A specialised fund. Check the scheme details for what it invests in.

How risky is Kotak FMP Series 237 - Direct Plan-Growth Option?+

Based on its 3-year annualised volatility of 2.2%, Kotak FMP Series 237 - Direct Plan-Growth Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Kotak FMP Series 237 - Direct Plan-Growth Option a direct plan?+

Kotak FMP Series 237 - Direct Plan-Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Kotak FMP Series 237 - Direct Plan-Growth Option?+

Kotak FMP Series 237 - Direct Plan-Growth Option has NAV history available from 2 Aug 2018 — approximately 8 years of track record and 778 daily NAV observations.

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.