TickerKhojKotak Mahindra Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Kotak Pioneer Fund - Direct Plan - Growth
₹37.634NAV on 29 Oct 2026Expense ratio 0.63%
28 Oct 2025NAV low 31.44 · high 40.26+4.6%
In plain words
Over 3 years it returned +19.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.3%.
On 3-year return it ranks 21 of 139 funds in Sectoral / Thematic.
A monthly SIP over 5 years ended ₹37,156 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 | -3.2% | +1.0% |
| 3 months | -1.5% | -5.3% |
| 6 months | +6.3% | -4.4% |
| 1 year | +4.0% | -11.2% |
| 3 years (yearly) | +19.9% | +7.4% |
| 5 years (yearly) | +13.9% | +6.3% |
| Since start (yearly) | +20.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,26,127 | +8.5% |
| 3 years | ₹3,60,000 | ₹4,35,442 | +12.2% |
| 5 years | ₹6,00,000 | ₹9,11,524 | +16.3% |
Other plan of this fund: Kotak Pioneer Fund - Regular Plan - Growth