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Floater Fundregularidcw

KOTAK FLOATING RATE FUND-REGULAR PLAN-STANDARD Reinvestment of Income Distribution cum capital withdrawal option

Kotak Mahindra Mutual Fund

₹1409.7619

0.49 (+0.04%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.11%
1 Month-0.10%
3 Months+0.90%
6 Months+2.48%
1 Year+6.92%
3 Years (CAGR)+7.68%
5 Years (CAGR)+5.53%
10 Years (CAGR)
Since Inception (May 2019)+5.07%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.53%
3 Year SIP+7.36%
5 Year SIP+6.84%
Since Inception (May 2019)+5.95%

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryFloater Fund
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date16 May 2019
AMFI Code147265

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

KOTAK FLOATING RATE FUND-REGULAR PLAN-STANDARD Reinvestment of Income Distribution cum capital withdrawal option by Kotak Mahindra Mutual Fund is a Floater Fund 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 Floater Fund category.

About This Fund

KOTAK FLOATING RATE FUND-REGULAR PLAN-STANDARD Reinvestment of Income Distribution cum capital withdrawal option is a Floater Fund mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 6 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