InvestVerdict
Kotak India Growth Fund Series 5
· · Mutual fund · Scheme code 143246
Fund houseKotak Mahindra Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History3.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.67 | 1.03 | 24.13 | 90.26 | — | — | — | — | 13.89 |
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 | 19.9% | 0.37 | 0.49 | — | — | -39.2% | — |
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 |
|---|---|---|---|---|
| 98 | -31.6% | 11.5% | 117.4% | 34% |
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.