Returns Performance

Lumpsum Returns Performance

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

-5.98%
Loss: -₹29,901
₹5,00,000 ₹4,70,099
1 Month
-5.83%
Loss: -₹29,159
₹5,00,000 ₹4,70,841
3 Months
2.77%
Gain: +₹13,859
₹5,00,000 ₹5,13,859
6 Months
-4.57%
Loss: -₹22,840
₹5,00,000 ₹4,77,160
1 Year
9.19%
Gain: +₹1,50,788
₹5,00,000 ₹6,50,788
3 Years
8.80%
Gain: +₹2,62,460
₹5,00,000 ₹7,62,460
5 Years
12.53%
Gain: +₹6,43,149
₹5,00,000 ₹11,43,149
7 Years
11.58%
Gain: +₹9,95,652
₹5,00,000 ₹14,95,652
10 Years
14.58%
Gain: +₹33,54,803
₹5,00,000 ₹38,54,803
15 Years
12.91%
Gain: +₹34,62,587
₹5,00,000 ₹39,62,587
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.

1.62% XIRR
Gain: +₹9,037
₹3,60,000 ₹3,69,037
36 installments 3 Years
7.76% XIRR
Gain: +₹1,29,690
₹6,00,000 ₹7,29,690
60 installments 5 Years
11.28% XIRR
Gain: +₹9,56,490
₹12,00,000 ₹21,56,490
120 installments 10 Years
13.23% XIRR
Gain: +₹34,92,104
₹18,00,000 ₹52,92,104
180 installments 15 Years
13.17% XIRR
Gain: +₹50,13,166
₹20,50,000 ₹70,63,166
205 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
Flexi Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹80.4960
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

4194 data points
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