TickerKhojKotak Mahindra Mutual Fund · Hybrid · Equity Savings · Direct plan
Kotak Equity Savings Fund - Direct Plan - Growth
₹30.1142NAV on 2 Nov 2026Expense ratio 1.09%
29 Oct 2025NAV low 28.66 · high 30.88+0.4%
In plain words
Over 3 years it returned +9.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -6.0%.
On 3-year return it ranks 4 of 20 funds in Equity Savings.
A monthly SIP over 10 years ended ₹1,12,734 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 | -1.4% | +1.9% |
| 3 months | -2.1% | -5.1% |
| 6 months | -0.1% | -3.2% |
| 1 year | +0.6% | -10.2% |
| 3 years (yearly) | +9.4% | +7.4% |
| 5 years (yearly) | +9.1% | +6.5% |
| 10 years (yearly) | +9.7% | +11.3% |
| Since start (yearly) | +9.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,086 | +0.1% |
| 3 years | ₹3,60,000 | ₹3,92,219 | +5.4% |
| 5 years | ₹5,90,000 | ₹7,28,521 | +8.3% |
| 10 years | ₹11,90,000 | ₹19,63,707 | +9.6% |
Other plan of this fund: Kotak Equity Savings Fund - Regular Plan - Growth