Kotak
Kotak FMP Series 324 - Direct Plan - Growth Option
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.02% | -2.27% | +2.29 | 135 / 1079 | Q1 |
| 1W | +0.13% | -2.66% | +2.79 | 118 / 945 | Q1 |
| 2W | +0.27% | -2.62% | +2.88 | 119 / 930 | Q1 |
| 1M | +0.59% | -2.43% | +3.01 | 128 / 924 | Q1 |
| 3M | +1.90% | -1.42% | +3.32 | 79 / 916 | Q1 |
| 6M | — | — | — | — | — |
| YTD | +1.44% | -0.27% | +1.71 | 599 / 880 | Q3 |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +2.13% | +5.01% | -2.88 | 1009 / 1079 | Q4 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2024 YTD | +1.44% | +9.13% | -7.69 | 100 / 103 |
| 2023 | — | — | — | — |
Peers in Medium to Long Duration Fund
Recent NAVs
| Date | NAV |
|---|---|
| 12 Mar 2024 | ₹10.2268 |
| 11 Mar 2024 | ₹10.2250 |
| 7 Mar 2024 | ₹10.2174 |
| 6 Mar 2024 | ₹10.2154 |
| 5 Mar 2024 | ₹10.2134 |
| 4 Mar 2024 | ₹10.2114 |
| 1 Mar 2024 | ₹10.2056 |
| 29 Feb 2024 | ₹10.2035 |
| 28 Feb 2024 | ₹10.2015 |
| 27 Feb 2024 | ₹10.1995 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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