TickerKhojKotak Mahindra Mutual Fund · Hybrid · Equity Savings · Regular plan
Kotak Equity Savings Fund - Regular Plan - Growth
₹27.0423NAV on 2 Nov 2026Expense ratio 2.14%
3 Nov 2025NAV low 25.9 · high 27.79+0.2%
In plain words
Over 3 years it returned +8.4% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -6.2%.
On 3-year return it ranks 4 of 20 funds in Equity Savings.
A monthly SIP over 10 years ended ₹1,13,587 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.2% | +4.6% |
| 3 months | -1.8% | -3.8% |
| 6 months | -0.1% | -1.6% |
| 1 year | +0.4% | -8.1% |
| 3 years (yearly) | +8.4% | +8.0% |
| 5 years (yearly) | +8.0% | +6.5% |
| 10 years (yearly) | +8.7% | +11.7% |
| Since start (yearly) | +8.6% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,977 | -0.0% |
| 3 years | ₹3,60,000 | ₹3,84,589 | +4.3% |
| 5 years | ₹6,00,000 | ₹7,21,004 | +7.3% |
| 10 years | ₹12,00,000 | ₹18,71,819 | +8.6% |
Other plan of this fund: Kotak Equity Savings Fund - Direct Plan - Growth