Kotak Mahindra Mutual FundIncomeGrowth

KOTAK LIFESTYLE FUND---Growth

Scheme code #103474 · Open Ended Schemes

₹13.327

Latest NAV

09-09-2011

-0.55%

Day change

₹15.849

52-week high

₹12.335

52-week low

NAV history

Returns

1 month	-0.10%
3 months	-2.12%
6 months	2.97%
1 year (absolute)	-8.38%
3 years (absolute)	34.68%
5 years (absolute)	38.38%
1Y CAGR	-8.39%
3Y CAGR	10.44%
5Y CAGR	6.71%
Since inception CAGR	4.63%

Risk metrics

Volatility (1Y, annualized σ)	15.26%
Volatility (3Y, annualized σ)	21.58%
Max drawdown (1Y)	-22.17%
Max drawdown (3Y)	-38.73%
Max drawdown (all time)	-65.37%
Sharpe ratio (1Y, rf=6%)	-0.97
Sharpe ratio (3Y, rf=6%)	0.19

Scheme metadata

Fund house	Kotak Mahindra Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Income
Plan	—
Option	Growth
ISIN (Growth)	—
ISIN (Div reinvest)	—
AMC code	KM
Scheme code	103474
Earliest NAV date	03-04-2006
Total NAV observations	1,342
History last refreshed	2026-08-30 13:14:31 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.