Kotak Equity Savings Fund - Direct - Growth
Hybrid Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
10.25%
Expense Ratio
0.69%
as of 01/03/2026
AUM
₹3,830.57 Cr
Qtr End: Jun 26
NAV
₹30.612
as of 02/09/2026
3Y Returns (CAGR)
10.25%
Expense Ratio
0.69%
as of 01/03/2026
AUM
₹3,830.57 Cr
Qtr End: Jun 26
NAV
₹30.612
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.56% | 10.63% | 4.13% |
| 6M | 3.66% | 7.45% | 6.41% |
| 1Y | 5.58% | 5.58% | 5.67% |
| 3Y | 34.02% | 10.25% | 5.70% |
| 5Y | 61.13% | 10.01% | 5.19% |
Scheme Details
- Launch Date
- 17/09/2014
- Fund Age
- 11.9 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
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