OriginFunds
Kotak Mahindra Mutual Fund

Kotak US Equity Fund - Standard Plan - Dividend option

Open Ended Schemes(Other Scheme - FoF Overseas)ISIN INF178L01CJ9
NAV · 25-Feb-2020
19.2130
1M
+2.55%
6M
+16.06%
1Y (CAGR)
+16.32%
3Y (CAGR)
+12.41%
5Y (CAGR)
+10.92%
Since inception (CAGR)
+11.71%

NAV history

14.2716.0417.8227-02-201725-02-202019.21
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
13.01%
Downside dev (3y)
10.53%
Max drawdown (3y)
-22.6%
Sharpe (3y)
0.45
SIP XIRR (3y)
+14.76%
SIP XIRR (5y)
+13.27%
Calendar-year returns
2016 +11.1%2017 +12.8%2018 -0.7%2019 +25.9%

Fund facts

Launch date29-Nov-2013
Min lumpsum5000
AMCKotak Mahindra Asset Management Company Limited.