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Kotak Mahindra Mutual FundIncomeGrowth

Kotak Income Plus-(Growth)

Scheme code #101954 · Open Ended Schemes

₹15.3248
Latest NAV
28-02-2011
0.16%
Day change
₹15.7907
52-week high
₹14.615
52-week low
NAV history
Returns
1 month-0.02%
3 months-1.02%
6 months0.26%
1 year (absolute)5.25%
3 years (absolute)6.47%
5 years (absolute)—
1Y CAGR5.23%
3Y CAGR2.11%
5Y CAGR—
Since inception CAGR4.08%
Risk metrics
Volatility (1Y, annualized σ)3.13%
Volatility (3Y, annualized σ)5.37%
Max drawdown (1Y)-3.66%
Max drawdown (3Y)-14.84%
Max drawdown (all time)-18.82%
Sharpe ratio (1Y, rf=6%)-0.35
Sharpe ratio (3Y, rf=6%)-0.71
Scheme metadata
Fund houseKotak Mahindra Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryIncome
Plan—
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeKM
Scheme code101954
Earliest NAV date03-04-2006
Total NAV observations1,190
History last refreshed2026-08-30 13:06:01 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.