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Kotak Mahindra Mutual FundIncomeDirectGrowth

Kotak Quarterly Interval Plan Series 4 - Growth - Direct

Scheme code #120174 · Open Ended Schemes

₹18.2134
Latest NAV
09-12-2015
0.01%
Day change
₹18.2134
52-week high
₹17.4112
52-week low
NAV history
Returns
1 month0.22%
3 months0.97%
6 months2.34%
1 year (absolute)4.61%
3 years (absolute)—
5 years (absolute)—
1Y CAGR4.61%
3Y CAGR—
5Y CAGR—
Since inception CAGR7.10%
Risk metrics
Volatility (1Y, annualized σ)0.26%
Volatility (3Y, annualized σ)1.40%
Max drawdown (1Y)-0.00%
Max drawdown (3Y)-0.00%
Max drawdown (all time)-0.00%
Sharpe ratio (1Y, rf=6%)-5.03
Sharpe ratio (3Y, rf=6%)1.41
Scheme metadata
Fund houseKotak Mahindra Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categoryIncome
PlanDirect
OptionGrowth
ISIN (Growth)—
ISIN (Div reinvest)—
AMC codeKM
Scheme code120174
Earliest NAV date12-03-2013
Total NAV observations595
History last refreshed2026-09-02 17:46:22 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.