Kotak Mahindra Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Kotak Pioneer Fund - Regular Plan - Growth
₹33.377NAV on 30 Oct 2026Expense ratio 1.90%
29 Oct 2025NAV low 28.44 · high 36.2+1.4%
In plain words
Over 3 years it returned +17.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.9%.
On 3-year return it ranks 21 of 139 funds in Sectoral / Thematic.
A monthly SIP over 5 years ended ₹35,430 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 | -4.4% | +1.9% |
| 3 months | -3.3% | -5.1% |
| 6 months | +4.8% | -3.2% |
| 1 year | +1.8% | -10.2% |
| 3 years (yearly) | +17.8% | +7.4% |
| 5 years (yearly) | +12.0% | +6.5% |
| Since start (yearly) | +18.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,603 | +4.9% |
| 3 years | ₹3,60,000 | ₹4,20,114 | +9.8% |
| 5 years | ₹5,90,000 | ₹8,46,005 | +14.2% |
Other plan of this fund: Kotak Pioneer Fund - Direct Plan - Growth