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MF_120154

Kotak Conservative Hybrid Fund - Growth - Direct

Hybrid Schemes - Conservative Hybrid Fund

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End Amount
₹37,425.25
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.07%
MF_120154 Return
Benchmark CAGR
11.55%
Nifty 50
Inflation Adj. CAGR
4.99%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.29
Volatility vs Benchmark
Sharpe Ratio
0.71
Risk-Adjusted Return
Sortino Ratio
1.09
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 46% 22% 48%
60 days 42% 18% 28%
90 days 41% 16% 22%
180 days 40% 11% 15%
1Yr 40% 7% 10%
3Yr 27% 2% 4%
5Yr 16% 2% 4%
7Yr 6% 1% 3%
10Yr 0% 0% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Kotak Conservative Hybrid Fund - Growth - Direct Nifty 50
30 days -6.5% | -26.2% | 12.1% | 53.9% 26.6% | -61.9% | 14.5% | 180.8%
60 days -11.3% | -20.1% | 11.2% | 42.5% -23.0% | -45.4% | 17.0% | 120.1%
90 days -8.8% | -13.2% | 11.3% | 35.5% -25.0% | -37.9% | 15.5% | 102.5%
1 Year 0.2% | 0.5% | 10.7% | 23.2% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 8.3% | 6.1% | 11.4% | 15.2% 7.7% | 3.3% | 13.4% | 24.0%
5 Years 7.8% | 8.0% | 10.7% | 13.9% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 10.0% | 9.3% | 10.9% | 11.9% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 9.2% | 9.5% | 10.9% | 11.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 20, 2013 Dec. 31, 2013 225 days 9% Nifty 50: 13% 10429 9467 10438
Aug. 31, 2018 March 2, 2019 183 days 5% Nifty 50: 14% 17422 16537 17482
Feb. 20, 2020 July 3, 2020 134 days 12% Nifty 50: 37% 19856 17514 19873