Kotak Equity Savings Fund
Direct · Growth ₹30.00
22 Apr 2026
NAV
10.4%
3Y CAGR
10.3%
5Y CAGR
10.3%
10Y CAGR
10.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
13.79
Sharpe
-16.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.54 L | 10.3% | -24.3% | 27.4% |
| 3 Years | ₹36.00 L | ₹42.02 L | 10.6% | -4.3% | 17.6% |
| 5 Years | ₹60.00 L | ₹77.64 L | 10.7% | 1.2% | 15.4% |
| 10 Years | ₹1.20 Cr | ₹2.12 Cr | 11.1% | 9.9% | 12.1% |