Returns Performance

Lumpsum Returns Performance

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

-2.92%
Loss: -₹14,616
₹5,00,000 ₹4,85,384
1 Month
-0.46%
Loss: -₹2,317
₹5,00,000 ₹4,97,683
3 Months
18.33%
Gain: +₹91,628
₹5,00,000 ₹5,91,628
6 Months
3.56%
Gain: +₹17,820
₹5,00,000 ₹5,17,820
1 Year
10.63%
Gain: +₹1,77,148
₹5,00,000 ₹6,77,148
3 Years
10.44%
Gain: +₹3,21,854
₹5,00,000 ₹8,21,854
5 Years
21.53%
Gain: +₹14,57,483
₹5,00,000 ₹19,57,483
7 Years
15.24%
Gain: +₹15,66,422
₹5,00,000 ₹20,66,422
10 Years
17.99%
Gain: +₹54,93,779
₹5,00,000 ₹59,93,779
15 Years
13.45%
Gain: +₹61,62,902
₹5,00,000 ₹66,62,902
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.

5.61% XIRR
Gain: +₹32,049
₹3,60,000 ₹3,92,049
36 installments 3 Years
10.37% XIRR
Gain: +₹1,78,776
₹6,00,000 ₹7,78,776
60 installments 5 Years
16.82% XIRR
Gain: +₹17,01,358
₹12,00,000 ₹29,01,358
120 installments 10 Years
17.59% XIRR
Gain: +₹59,33,455
₹18,00,000 ₹77,33,455
180 installments 15 Years
16.30% XIRR
Gain: +₹1,44,41,784
₹24,70,000 ₹1,69,11,784
247 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
Small Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
—
Fund Manager
—
Riskometer
—
NAV (as on October 5, 2026)
₹267.8620
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
Related Funds Explore similar funds
Back
Scroll to Top