MonitorPlan n/a · Option n/a
Kotak FMP Series 248
- NAV
- 13.3865
- 4 May 2022
- 1Y
- +4.2%
- Trailing CAGR
- AUM
- ₹24.86 Cr
- 30 Jun 2022
- Volatility
- Low
- 1.3% 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+4.2%
- 3Y+7.8%
- 5Yn/a
- 10Yn/a
- SI+8.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+4.0%
- 3Y+6.1%
- 5Yn/a
- 10Yn/a
- Since inception
- +8.5%
- Calendar-day CAGR
- Excess 1Y
- -0.3%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 28
- Vs comparable share classes
- Worst rolling 3Y
- +7.7%
- 131 daily-ending windows
- Median rolling 3Y
- +8.4%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +6.1%
- 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
- 3 days
- 87 recovered episodes
- Longest recovery
- 24 days
- Trough to prior peak
- Current spell
- 0 days
- Days below latest peak
- Time below peak
- +29%
- NAV observations
6 Mar 2020 – 16 Apr 2020
Trough 23 Mar 2020 · recovered in 24 days
-1.7%
4 Dec 2019 – 20 Dec 2019
Trough 13 Dec 2019 · recovered in 7 days
-0.3%
23 Apr 2020 – 4 May 2020
Trough 28 Apr 2020 · recovered in 6 days
-0.3%
19 Sept 2019 – 30 Sept 2019
Trough 20 Sept 2019 · recovered in 10 days
-0.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
28
Vs category
48
Consistency
100
Risk-adjusted
100
Drawdown
96
Mean
74
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 4 May 2022
Monitor
Engine status
Monitor
Recent evidence
Why this status
- AUM fell by 30% or more versus the prior observation.
Supporting reads
- The fund beat the category median in 100% of rolling 3-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 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 trailing returns
Kotak FMP Series 245
Kotak Mahindra Mutual Fund
- 1Y
- +3.8%
- 3Y
- +7.9%
- Vol
- 1.0%
- Max DD
- -1.1%
- Sharpe
- 2.69
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- 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 trailing returns
Reliance Fixed Horizon Fund - XXIV - Series 9
Nippon India Mutual Fund
- 1Y
- +7.8%
- 3Y
- +9.0%
- Vol
- 0.7%
- Max DD
- -0.2%
- Sharpe
- 5.70
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns