Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

-4.89%
Loss: -₹24,474
₹5,00,000 ₹4,75,526
1 Month
-2.38%
Loss: -₹11,876
₹5,00,000 ₹4,88,124
3 Months
7.77%
Gain: +₹38,862
₹5,00,000 ₹5,38,862
6 Months
-2.07%
Loss: -₹10,348
₹5,00,000 ₹4,89,652
1 Year
8.78%
Gain: +₹1,43,474
₹5,00,000 ₹6,43,474
3 Years
9.83%
Gain: +₹2,99,341
₹5,00,000 ₹7,99,341
5 Years
14.44%
Gain: +₹7,86,358
₹5,00,000 ₹12,86,358
7 Years
12.39%
Gain: +₹11,07,220
₹5,00,000 ₹16,07,220
10 Years
13.87%
Gain: +₹30,08,753
₹5,00,000 ₹35,08,753
15 Years
10.98%
Gain: +₹37,33,424
₹5,00,000 ₹42,33,424
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

1.90% XIRR
Gain: +₹10,627
₹3,60,000 ₹3,70,627
36 installments 3 Years
8.01% XIRR
Gain: +₹1,34,381
₹6,00,000 ₹7,34,381
60 installments 5 Years
12.48% XIRR
Gain: +₹10,99,577
₹12,00,000 ₹22,99,577
120 installments 10 Years
13.44% XIRR
Gain: +₹35,88,703
₹18,00,000 ₹53,88,703
180 installments 15 Years
12.50% XIRR
Gain: +₹79,74,653
₹24,60,000 ₹1,04,34,653
246 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
Kotak Mahindra Mutual Fund
Benchmark
—
Category
Equity
Sub Category
ELSS
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹112.2450
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

5000 data points
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