MonitorPlan n/a · Option n/a
Kotak Capital Protection Oriented Scheme Series 4
- NAV
- 11.7241
- 10 Jun 2019
- 1Y
- +5.4%
- Trailing CAGR
- AUM
- ₹51.83 Cr
- 30 Jun 2019
- Volatility
- Low
- 1.2% 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+5.4%
- 3Y+5.4%
- 5Yn/a
- 10Yn/a
- SI+5.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.9%
- 3Y+5.1%
- 5Yn/a
- 10Yn/a
- Since inception
- +5.4%
- Calendar-day CAGR
- Excess 1Y
- +0.9%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 26
- Vs comparable share classes
- Worst rolling 3Y
- +5.4%
- 1 daily-ending windows
- Median rolling 3Y
- +5.4%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +5.1%
- 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
- 4 days
- 95 recovered episodes
- Longest recovery
- 58 days
- Trough to prior peak
- Current spell
- 7 days
- Days below latest peak
- Time below peak
- +56%
- NAV observations
31 Aug 2018 – 29 Nov 2018
Trough 26 Oct 2018 · recovered in 34 days
-1.1%
23 Jan 2018 – 5 Apr 2018
Trough 6 Feb 2018 · recovered in 58 days
-0.6%
30 Apr 2019 – 20 May 2019
Trough 15 May 2019 · recovered in 5 days
-0.5%
19 Sept 2017 – 12 Oct 2017
Trough 27 Sept 2017 · recovered in 15 days
-0.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
27
Vs category
56
Consistency
0
Risk-adjusted
34
Drawdown
97
Mean
43
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 10 Jun 2019
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- 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
Reliance Fixed Horizon Fund - XXIV - Series 11
Nippon India Mutual Fund
- 1Y
- +6.7%
- 3Y
- +7.5%
- Vol
- 0.7%
- Max DD
- -0.3%
- Sharpe
- 4.93
- 3Y win
- +83%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Reliance Fixed Horizon Fund XXX- Series 12
Nippon India Mutual Fund
- 1Y
- +7.5%
- 3Y
- +7.8%
- Vol
- 0.8%
- Max DD
- -0.5%
- Sharpe
- 3.36
- 3Y win
- +65%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns