Insufficient historyPlan n/a · Option n/a
Kotak Monthly Interval Plan Series 4
Kotak Mahindra Mutual FundInterval Fund Schemes(Income7.5 years
- NAV
- 0.0001
- 22 Apr 2019
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹6.62 Cr
- 30 Jun 2019
- Volatility
- n/a
- History still thin
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
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-100.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -100.0%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- 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
- n/a
- 0 recovered episodes
- Longest recovery
- n/a
- Trough to prior peak
- Current spell
- 5 days
- Days below latest peak
- Time below peak
- +5%
- NAV observations
17 Apr 2019 – open
Trough 22 Apr 2019 · not recovered
-100.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
n/a
Drawdown
0
Mean
n/a
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 22 Apr 2019
Insufficient history
Engine status
Insufficient history
History still thin for a status read
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Fewer than 60 daily observations; risk ratios are withheld. Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Nippon India Interval Fund Annual Interval Fund Series-I
Nippon India Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.0%
- Vol
- 0.7%
- Max DD
- -1.7%
- Sharpe
- 2.55
- 3Y win
- +100%
- Shallower drawdown
Nippon India Interval Fund V - Series 2
Nippon India Mutual Fund
- 1Y
- -0.3%
- 3Y
- n/a
- Vol
- 7.8%
- Max DD
- -7.7%
- Sharpe
- -0.65
- 3Y win
- n/a
- Shallower drawdown
Nippon India Interval Fund V- Series 1
Nippon India Mutual Fund
- 1Y
- +8.4%
- 3Y
- n/a
- Vol
- 0.4%
- Max DD
- -0.0%
- Sharpe
- 7.78
- 3Y win
- n/a
- Shallower drawdown
Nippon India Interval Fund-Quarterly Interval Fund Serie-II
Nippon India Mutual Fund
- 1Y
- +5.9%
- 3Y
- +6.6%
- Vol
- 0.4%
- Max DD
- -0.2%
- Sharpe
- 3.79
- 3Y win
- n/a
- Shallower drawdown
Nippon India Yearly Interval Fund - Series 1
Nippon India Mutual Fund
- 1Y
- -0.1%
- 3Y
- -0.0%
- Vol
- 7.5%
- Max DD
- -10.0%
- Sharpe
- -0.67
- 3Y win
- 0%
- Shallower drawdown