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MF_149185

Kotak Multi Cap Fund-Direct Plan-Growth

Equity Schemes - Multi Cap Fund

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End Amount
₹20,299.64
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
14.99%
MF_149185 Return
Benchmark CAGR
6.66%
Nifty 50
Inflation Adj. CAGR
10.04%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
1.11
Volatility vs Benchmark
Sharpe Ratio
0.64
Risk-Adjusted Return
Sortino Ratio
1.02
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 67% 32% 17%
60 days 73% 22% 10%
90 days 79% 19% 9%
180 days 82% 16% 7%
1Yr 81% 15% 2%
3Yr 100% 12% 0%
5Yr 100% 10% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Kotak Multi Cap Fund-Direct Plan-Growth Nifty 50
30 days -37.2% | -65.3% | 21.0% | 212.2% 26.6% | -59.1% | 7.9% | 163.4%
60 days -32.3% | -47.5% | 18.4% | 132.1% -23.0% | -41.6% | 7.0% | 92.7%
90 days -24.7% | -36.7% | 17.1% | 110.5% -25.0% | -32.2% | 9.7% | 61.3%
1 Year -4.6% | -2.1% | 13.0% | 61.9% -10.0% | -6.9% | 9.4% | 30.9%
3 Years 15.6% | 15.5% | 24.3% | 30.5% 7.7% | 6.3% | 12.6% | 18.1%
5 Years 15.2% | 14.8% | 15.5% | 16.1% 6.4% | 5.4% | 5.8% | 6.4%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Nov. 9, 2021 Aug. 13, 2022 277 days 17% Nifty 50: 15% 10285 8555 10310
Sept. 14, 2022 Oct. 29, 2022 45 days 7% Nifty 50: 7% 10835 10128 10893
Dec. 14, 2022 May 26, 2023 163 days 10% Nifty 50: 9% 11241 10156 11265
Oct. 17, 2023 Nov. 14, 2023 28 days 6% Nifty 50: 5% 13726 12942 13788
March 4, 2024 April 1, 2024 28 days 6% Nifty 50: 3% 17112 16067 17195
July 31, 2024 Aug. 24, 2024 24 days 5% Nifty 50: 4% 20291 19263 20332
Sept. 27, 2024 Oct. 18, 2025 386 days 21% Nifty 50: 15% 21112 16679 21132
Jan. 5, 2026 July 4, 2026 180 days 14% Nifty 50: 15% 21625 18613 21688
Aug. 7, 2026 Oct. 30, 2026 84 days 9% Nifty 50: 9% 21932 19896 20300