Otherregulargrowth
Kotak Capital Protection Oriented Scheme Series 3 Regular Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.00%
1 Month+0.48%
3 Months+1.67%
6 Months+3.32%
1 Year+4.74%
3 Years (CAGR)+5.25%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2016)+5.39%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.95%
3 Year SIP+4.84%
5 Year SIP—
Since Inception (Mar 2016)+4.87%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date09 Mar 2016
AMFI Code136286
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Capital Protection Oriented Scheme Series 3 Regular Growth by Kotak Mahindra Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
Kotak Capital Protection Oriented Scheme Series 3 Regular Growth is a Other mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 10 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations