MonitorPlan n/a · Option n/a
Kotak Capital Protection Oriented Scheme Series 2
- NAV
- 12.2423
- 11 Dec 2018
- 1Y
- +4.8%
- Trailing CAGR
- AUM
- ₹75.13 L
- 31 Dec 2018
- Volatility
- Low
- 2.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+4.8%
- 3Y+7.2%
- 5Yn/a
- 10Yn/a
- SI+7.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+4.7%
- 3Y+6.4%
- 5Yn/a
- 10Yn/a
- Since inception
- +7.2%
- Calendar-day CAGR
- Excess 1Y
- +0.3%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 26
- Vs comparable share classes
- Worst rolling 3Y
- +7.2%
- 1 daily-ending windows
- Median rolling 3Y
- +7.2%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 82 recovered episodes
- Longest recovery
- 50 days
- Trough to prior peak
- Current spell
- 105 days
- Days below latest peak
- Time below peak
- +68%
- NAV observations
28 Aug 2018 – open
Trough 23 Oct 2018 · not recovered
-2.3%
1 Jan 2016 – 21 Mar 2016
Trough 25 Feb 2016 · recovered in 25 days
-2.1%
10 Oct 2016 – 4 Jan 2017
Trough 15 Nov 2016 · recovered in 50 days
-1.0%
29 Jan 2018 – 3 Apr 2018
Trough 22 Feb 2018 · recovered in 40 days
-1.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
27
Vs category
52
Consistency
28
Risk-adjusted
71
Drawdown
94
Mean
54
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Dec 2018
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 55% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak FMP Series 137 (371 Days)
Kotak Mahindra Mutual Fund
- 1Y
- +8.4%
- 3Y
- +8.8%
- Vol
- 0.5%
- Max DD
- -0.1%
- Sharpe
- 6.87
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak FMP Series 172 (1126 Days)
Kotak Mahindra Mutual Fund
- 1Y
- +8.6%
- 3Y
- +9.7%
- Vol
- 0.8%
- Max DD
- -0.2%
- Sharpe
- 5.66
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak FMP Series 178 (1099 Days)
Kotak Mahindra Mutual Fund
- 1Y
- +7.3%
- 3Y
- n/a
- Vol
- 0.7%
- Max DD
- -0.4%
- Sharpe
- 4.32
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Kotak FMP Series 247
Kotak Mahindra Mutual Fund
- 1Y
- +3.9%
- 3Y
- +7.5%
- Vol
- 1.3%
- Max DD
- -1.7%
- Sharpe
- 2.39
- 3Y win
- +34%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Fixed Horizon Fund XXXV- Series 7
Nippon India Mutual Fund
- 1Y
- +5.3%
- 3Y
- +7.9%
- Vol
- 1.0%
- Max DD
- -1.3%
- Sharpe
- 1.94
- 3Y win
- +85%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns