Kotak Equity Savings Fund - Direct - Growth
Hybrid Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
10.67%
Expense Ratio
0.69%
as of 01/03/2026
AUM
₹3,507.55 Cr
Qtr End: Mar 26
NAV
₹30.423
as of 17/07/2026
3Y Returns (CAGR)
10.67%
Expense Ratio
0.69%
as of 01/03/2026
AUM
₹3,507.55 Cr
Qtr End: Mar 26
NAV
₹30.423
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.63% | 6.67% | 4.80% |
| 6M | 1.60% | 3.23% | 6.97% |
| 1Y | 5.58% | 5.58% | 5.71% |
| 3Y | 35.55% | 10.67% | 5.68% |
| 5Y | 64.09% | 10.41% | 5.17% |
Scheme Details
- Launch Date
- 17/09/2014
- Fund Age
- 11.8 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
Edelweiss Equity Savings Fund - Direct - Growth
3Y CAGR11.37%
TER1.16%
AUM₹455.42 Cr
HSBC Equity Savings Fund - Direct - Growth
3Y CAGR13.97%
TER1.68%
AUM₹247.44 Cr
Mirae Asset Equity Savings Fund - Direct - Growth
3Y CAGR10.51%
TER0.74%
AUM₹898.88 Cr
Aditya Birla Sun Life Equity Savings Fund - Direct - Growth
3Y CAGR8.47%
TER0.53%
AUM₹495.51 Cr
Kotak Equity Savings Fund - Direct - Growth
3Y CAGR10.67%
TER0.69%
AUM₹3,507.55 Cr
Mahindra Manulife Equity Savings Fund - Direct - Growth
3Y CAGR10.36%
TER1.21%
AUM₹14.42 Cr
Baroda BNP Paribas Equity Savings Fund - Direct - Growth
3Y CAGR9.87%
TER1.71%
AUM₹42.71 Cr