MF
MFGenie.ai
Otherregulargrowth

Kotak Quarterly Interval Plan Series 12-Regular Plan-Growth

Kotak Mahindra Mutual Fund

₹10.3949

NAV as of 05 May 2019

IDCW NAV: ₹10.0029

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.28%
1 Month+0.68%
3 Months+1.91%
6 Months
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Nov 2018)+3.77%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Nov 2018)+7.72%

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date05 Nov 2018
AMFI Code145437

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Kotak Quarterly Interval Plan Series 12-Regular Plan-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 Quarterly Interval Plan Series 12-Regular Plan-Growth is a Other mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 7 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