InvestVerdict
Kotak Dynamic Term Fund
Regular Plan · Standard Income Distribution cum capital withdrawal option · Mutual fund · Scheme code 117998
Fund houseKotak Mahindra Mutual Fund
CategoryMutual fund
Plan & optionRegular · Standard Income Distribution cum capital withdrawal option
History13.8 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.35 | 3.26 | 3.38 | 6.93 | 7.14 | 5.93 | 3.99 | 2.15 | 2.94 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 5.3% | 0.12 | 0.13 | — | — | -11.8% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 619 | -9.4% | 2.0% | 11.2% | 23% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.