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Kotak Equity Savings Fund - Growth

  • Regular
  • Direct
Category : Equity Savings
(Min ₹1000 for SIP, ₹5000 for one time investment)

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 9983.70 -0.16% - -0.39% 5/24
1 Month 08-Nov-19 10035.80 0.36% - 0.04% 4/24
3 Month 09-Sep-19 10436.40 4.36% - 3.34% 7/23
6 Month 07-Jun-19 10341.30 3.41% - 1.77% 4/22
YTD 01-Jan-19 10706.00 7.06% - 2.98% 6/22
1 Year 07-Dec-18 10834.30 8.34% 8.30% 6.56% 6/20
2 Year 08-Dec-17 11266.20 12.66% 6.13% 3.81% 4/16
3 Year 09-Dec-16 12721.70 27.22% 8.35% 6.28% 2/15
5 Year 09-Dec-14 14456.30 44.56% 7.65% 6.50% 3/11
Since Inception 13-Oct-14 14840.30 48.40% 7.95% 6.20% 3/24

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 12570.41 4.75 % 8.9 %
2 Year 08-Dec-17 24000 25795.65 7.48 % 7.1 %
3 Year 09-Dec-16 36000 40168.56 11.58 % 7.24 %
5 Year 09-Dec-14 60000 72754.84 21.26 % 7.64 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.04% 0.36% 4.36% 3.41% 4.54% 8.30% 6.13% 8.36% 7.65%
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 0.02% 0.04% 3.34% 1.77% 2.98% 6.56% 3.81% 6.28% 6.50%
Category Rank 9/24 4/24 7/23 4/22 6/22 6/20 4/16 2/15 3/11
Best in Category 0.16% 0.68% 5.54% 4.69% 6.48% 10.22% 7.01% 8.96% 8.23%
Worst in Category -0.22% -1.38% -3.98% -8.09% -9.11% -5.88% -3.60% 2.66% 4.54%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2017 4.46% 12.16% 12.85% 5.16%
Q1 - 2017 4.46% 12.16% 12.85% 5.16%
Q1 - 2015 3.35% 2.50% 2.70% 3.03%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2018 -0.66% -2.14% -2.77% -0.95%
Q4 - 2016 -0.29% -6.39% -6.71% -1.07%
Q1 - 2018 -0.75% -2.14% -2.77% -0.95%

Forum

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