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Kotak Equity Savings Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Equity Savings

Returns (NAV as on 09th December, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 02-Dec-19 9985.30 -0.15% - -0.36% 5/24
1 Month 08-Nov-19 10043.30 0.43% - 0.13% 4/24
3 Month 09-Sep-19 10459.50 4.60% - 3.63% 7/23
6 Month 07-Jun-19 10386.20 3.86% - 2.34% 5/22
YTD 01-Jan-19 10787.40 7.87% - 3.78% 10/22
1 Year 07-Dec-18 10922.20 9.22% 9.17% 7.74% 8/20
2 Year 08-Dec-17 11430.50 14.31% 6.90% 5.02% 4/16
3 Year 09-Dec-16 12998.60 29.99% 9.14% 7.46% 3/15
5 Year 09-Dec-14 14974.60 49.75% 8.41% 7.50% 4/11
Since Inception 13-Oct-14 15387.00 53.87% 8.71% 7.21% 6/24

SIP Returns (NAV as on 09th December, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 07-Dec-18 12000 12628.05 5.23 % 9.81 %
2 Year 08-Dec-17 24000 26004.94 8.35 % 7.91 %
3 Year 09-Dec-16 36000 40644.88 12.9 % 8.04 %
5 Year 09-Dec-14 60000 74196.08 23.66 % 8.42 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.05% 0.43% 4.60% 3.86% 5.15% 9.17% 6.90% 9.14% 8.41%
Nifty 50 0.13% 0.25% 8.49% 0.56% 2.70% 11.56% 7.82% 13.05% 7.43%
Benchmark: Nifty 50 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average 0.03% 0.13% 3.63% 2.34% 3.78% 7.74% 5.02% 7.46% 7.50%
Category Rank 10/24 4/24 7/23 5/22 10/22 8/20 4/16 3/15 4/11
Best in Category 0.17% 0.77% 5.86% 5.37% 7.42% 11.04% 8.26% 10.19% 9.41%
Worst in Category -0.14% -1.33% -3.84% -7.77% -8.63% -5.11% -2.70% 3.72% 5.75%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2017 4.69% 12.16% 12.85% 5.44%
Q4 - 2017 3.39% 5.84% 6.61% 3.34%
Q3 - 2016 3.23% 3.40% 4.42% 4.15%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2018 -0.52% -2.14% -2.77% -0.52%
Q3 - 2019 0.78% -3.30% -2.88% 0.85%
Q4 - 2016 -0.10% -6.39% -6.71% -0.83%

Forum

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