Should I invest in Kotak Global-India?

We don't give personal investment advice. Kotak Global-India-Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Kotak Mahindra

Kotak Global-India-Growth

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	-4.21%	+0.06%	-4.27	298 / 299	Q4
1W	-1.52%	-3.61%	+2.09	222 / 303	Q3
2W	-7.40%	-4.52%	-2.88	260 / 303	Q4
1M	-5.00%	-5.64%	+0.64	225 / 302	Q3
3M	+38.06%	-4.27%	+42.33	7 / 302	Q1
6M	+27.01%	+1.48%	+25.53	26 / 307	Q1
YTD	+24.86%	-0.18%	+25.04	42 / 309	Q1
1Y	-20.49%	+7.10%	-27.59	258 / 307	Q4
2Y	-20.02%	+2.20%	-22.22	289 / 303	Q4
3Y	-3.12%	+0.76%	-3.88	189 / 264	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-7.89%	+0.51%	-8.40	273 / 310	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
2009 YTD	+24.86%	+65.86%	-41.00	212 / 238
2008	-59.11%	-52.86%	-6.25	129 / 198
2007	+36.09%	+42.91%	-6.82	92 / 137
2006	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

-5.76%

28 windows

min -61.1% · max 45.4%

50% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

-9.90%

4 windows

min -17.4% · max -2.9%

0% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

35.15%

3-year · annualised

Sharpe ratio

-0.09

vs risk-free 6.5%

Sortino ratio

-0.12

Downside-only deviation

Max drawdown

-67.19%

Jan 2008 → Mar 2009

% positive months

55.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
30 Jun 2009	₹19.0000
29 Jun 2009	₹19.8350
26 Jun 2009	₹19.9640
25 Jun 2009	₹19.6860
24 Jun 2009	₹19.7110
23 Jun 2009	₹19.2930
22 Jun 2009	₹19.3270
19 Jun 2009	₹19.5810
18 Jun 2009	₹19.2890
17 Jun 2009	₹19.7140

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.

Kotak Global-India-Growth is a Growth from Kotak Mahindra (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Kotak Global-India-Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Kotak Global-India-Growth is managed by Kotak Mahindra. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Kotak Global-India-Growth has delivered a absolute return of -20.49% — -27.59 pp behind the Growth category average of 7.10%. The fund ranks #258 of 307 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Kotak Global-India-Growth has delivered a CAGR of -3.12% — -3.88 pp behind the Growth category average of 0.76%. The fund ranks #189 of 264 in its category — the third (Q3) quartile.

Kotak Global-India-Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Kotak Global-India-Growth exactly 3 years ago would be worth approximately ₹90,935 today — a multiplier of 0.91×, based on the 3-year CAGR of -3.12%. The category average over the same window would have grown ₹1 lakh to ₹102,292.

A ₹10,000 monthly SIP in Kotak Global-India-Growth over the last 3 years — total invested ₹360,000 — would be worth ₹302,830 today. That's an XIRR (money-weighted annualised return) of -10.89%.

Kotak Global-India-Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹302,830 — XIRR -10.89%.

On a 3-year basis, Kotak Global-India-Growth ranks #189 out of 264 funds in the Growth category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 0.76%; this fund delivered -3.12%.

The worst peak-to-trough decline Kotak Global-India-Growth has experienced over the last 3-year window is 67.19% — its NAV fell from a high on 07 Jan 2008 to a low on 09 Mar 2009. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Kotak Global-India-Growth averaged -9.90% (best -2.93%, worst -17.44%). 0% of rolling windows ended positive. The 3-year Sharpe ratio is -0.09 — negative risk-adjusted performance.

In calendar year 2008, Kotak Global-India-Growth returned -59.11% — lagging the Growth category average of -52.86% by 6.25 pp. It ranked #129 of 198 in its category that year.

Kotak Global-India-Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Kotak Global-India-Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.