MF Gyan
otherHigh risk8 years old

Kotak India Growth Fund Series 7 - 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 7 Sep 2018.

Latest price per unit
₹15.0975
▲ 0.01% today
As of 31 Aug 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.38 L
▲ ₹38.2k gain · 38.2% / 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₹60.0k
Value today₹71.8k
Gain / loss+₹11.8k
XIRR (annualised)38.52%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹74.1k
Projected gain*+₹14.1k
*at this fund's historical rate of 38.52% 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 260 other funds in Growth

Same plan
1-year return
38.24%median 11.33% (+26.91%)
Rank #59 of 261Beats 77% of peers
Bumpiness (3Y)
19.51%median 18.29% (+1.22%)
Rank #168 of 261Less risky than 36% of peers
Worst-ever drop
-29.96%median -35.16% (+5.20%)
Rank #174 of 261Less risky than 33% 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. 3 of last 4 years were positive.

-1%
2018
+12%
2019
+12%
2020
+21%
2021
Best year
2021 · 21.19%
Worst year
2018 · -1.45%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
19.5%

The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-29.96%

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 India Growth Fund Series 7 - Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year38.24%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch14.77%
Volatility — 1 year (annualised)13.66%
Volatility — 3 years (annualised)19.51%
Max drawdown — 1 year-6.22%
Max drawdown — 3 years-29.96%
Sharpe ratio — 1 year (rf=6%)1.97
Sharpe ratio — 3 years (rf=6%)0.42

Fund info

Fund house
Kotak Mahindra Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
144673
First price on record
7 Sep 2018 · 731 daily prices

About Kotak India Growth Fund Series 7 - Direct Plan - Growth Option

Kotak India Growth Fund Series 7 - Direct Plan - Growth Option is a Growth 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 India Growth Fund Series 7 - Direct Plan - Growth Option is ₹15.0975 (as of 31 Aug 2021). Historically, it has delivered 38.20% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 19.5% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 30.0%. 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 India Growth Fund Series 7 - Direct Plan - Growth Option?+

The latest NAV of Kotak India Growth Fund Series 7 - Direct Plan - Growth Option is ₹15.0975 as of 31 Aug 2021, up 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Kotak India Growth Fund Series 7 - Direct Plan - Growth Option?+

Kotak India Growth Fund Series 7 - Direct Plan - Growth Option has delivered 1-year return 38.20%, since-inception CAGR 14.77%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Kotak India Growth Fund Series 7 - Direct Plan - Growth Option belong to?+

Kotak India Growth Fund Series 7 - Direct Plan - Growth Option is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Kotak India Growth Fund Series 7 - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 19.5%, Kotak India Growth Fund Series 7 - Direct Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Kotak India Growth Fund Series 7 - Direct Plan - Growth Option a direct plan?+

Kotak India Growth Fund Series 7 - 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 India Growth Fund Series 7 - Direct Plan - Growth Option?+

Kotak India Growth Fund Series 7 - Direct Plan - Growth Option has NAV history available from 7 Sep 2018 — approximately 8 years of track record and 731 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.