Otherregulargrowth
Kotak Capital Protection Oriented Scheme - Series 4 - Regular Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.02%
1 Month+0.87%
3 Months+1.69%
6 Months+3.49%
1 Year+5.45%
3 Years (CAGR)+5.39%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jun 2016)+5.40%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+5.66%
3 Year SIP+5.07%
5 Year SIP—
Since Inception (Jun 2016)+5.07%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date09 Jun 2016
AMFI Code139360
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Capital Protection Oriented Scheme - Series 4 - 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 4 - Regular Growth is a Other mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 9 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