Kotak Equity Savings Fund - Direct - Growth
Hybrid Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
9.75%
Expense Ratio
0.69%
as of 01/03/2026
AUM
₹3,830.57 Cr
Qtr End: Jun 26
NAV
₹30.264
as of 16/10/2026
3Y Returns (CAGR)
9.75%
Expense Ratio
0.69%
as of 01/03/2026
AUM
₹3,830.57 Cr
Qtr End: Jun 26
NAV
₹30.264
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.60% | -2.39% | 4.68% |
| 6M | 1.10% | 2.21% | 4.74% |
| 1Y | 2.04% | 2.04% | 5.83% |
| 3Y | 32.20% | 9.75% | 5.76% |
| 5Y | 54.87% | 9.14% | 5.23% |
Scheme Details
- Launch Date
- 17/09/2014
- Fund Age
- 12.1 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
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