InvestVerdict
kotak FMP Series 261
· · Mutual fund · Scheme code 146324
Fund houseKotak Mahindra Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History3.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.43 | 1.09 | 2.10 | 4.10 | 6.95 | — | — | — | 7.65 |
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 | 1.3% | 0.34 | 0.77 | — | — | -1.7% | — |
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 |
|---|---|---|---|---|
| 118 | 4.1% | 7.8% | 11.8% | 0% |
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.