← Kotak Mahindra Mutual Fund
Kotak US Equity Fund - Direct Plan - Growth option
Open Ended Schemes(Other Scheme - FoF Overseas)vs Nifty 100 ESG TRIISIN INF178L01CL5
NAV · 25-Feb-2020
₹20.1310
1M
+2.60%
6M
+16.43%
1Y (CAGR)
+17.15%
3Y (CAGR)
+13.25%
5Y (CAGR)
+11.76%
Since inception (CAGR)
+12.56%
NAV history
hover for values
Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
13.01%
Downside dev (3y)
10.53%
Max drawdown (3y)
-22.4%
Sharpe (3y)
0.52
SIP XIRR (3y)
+15.58%
SIP XIRR (5y)
+14.11%
Calendar-year returns
2016 +11.9%2017 +13.7%2018 +0.1%2019 +26.8%
Vs benchmark — Nifty 50
3y monthly · 36 months of overlapBeta
0.07
Alpha (p.a.)
+7.08%
Up capture
22.1%
Down capture
-67.6%
Correlation
0.07
Fund facts
Launch date29-Nov-2013
Min lumpsum5000
AMCKotak Mahindra Asset Management Company Limited.