Returns Performance

Lumpsum Returns Performance

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

-7.15%
Loss: -₹35,766
₹5,00,000 ₹4,64,234
1 Month
-4.88%
Loss: -₹24,402
₹5,00,000 ₹4,75,598
3 Months
9.91%
Gain: +₹49,571
₹5,00,000 ₹5,49,571
6 Months
0.34%
Gain: +₹1,710
₹5,00,000 ₹5,01,710
1 Year
14.27%
Gain: +₹2,45,733
₹5,00,000 ₹7,45,733
3 Years
14.13%
Gain: +₹4,68,716
₹5,00,000 ₹9,68,716
5 Years
20.26%
Gain: +₹13,20,605
₹5,00,000 ₹18,20,605
7 Years
15.64%
Gain: +₹16,37,997
₹5,00,000 ₹21,37,997
10 Years
18.88%
Gain: +₹61,97,130
₹5,00,000 ₹66,97,130
15 Years
14.35%
Gain: +₹63,38,468
₹5,00,000 ₹68,38,468
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.

7.10% XIRR
Gain: +₹40,820
₹3,60,000 ₹4,00,820
36 installments 3 Years
13.34% XIRR
Gain: +₹2,38,436
₹6,00,000 ₹8,38,436
60 installments 5 Years
17.00% XIRR
Gain: +₹17,29,080
₹12,00,000 ₹29,29,080
120 installments 10 Years
18.30% XIRR
Gain: +₹64,33,869
₹18,00,000 ₹82,33,869
180 installments 15 Years
17.09% XIRR
Gain: +₹1,35,06,809
₹23,40,000 ₹1,58,46,809
234 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
Mid Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹136.7420
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

4800 data points
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