Kotak Equity Savings Fund

Equity SavingsHybrid Rank 4 of 24

NAV · Direct-Growth

₹30.15-0.20-0.64%

As of 1 Oct 2026 · AMFI

NAV growth+2.8%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Equity Savings category on 3Y & 5Y but trails on 1Y.

1Y return

+2.5%

-0.4 vs cat

3Y CAGR

+9.7%

+1.7 vs cat

5Y CAGR

+9.7%

+2.2 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

6.3%

3Y std dev

Go deeper on Kotak Equity Savings Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Kotak Equity Savings Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Kotak Equity Savings Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Kotak Equity Savings Fund is a Equity Savings scheme from Kotak Mahindra. Long-run track record: about 9.7% CAGR over 5 years. Worst historical drawdown: -16% in Mar 2020, recovered in 4 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF174K01D28

NAV (Direct-Growth)

₹30.1520

Last 1Y

+2.77%

Oct 25Min ₹28.66 · Max ₹30.88 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-16.5%

Peak ₹15.73 on 19 Feb 2020 → trough ₹13.14 on 23 Mar 2020 (1 months down).

Recovered in 4 months· 21 Jul 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-1.35%	-0.91%	27/ 28
1M	-1.57%	-1.46%	16/ 28
3M	-0.73%	-0.60%	19/ 28
6M	+4.34%	+3.71%	10/ 28
YTD	+0.15%	+0.88%	19/ 28
1Y	+2.47%	+2.87%	15/ 28
2Y	+4.42%	+4.01%	8/ 24
3Y	+9.70%	+7.97%	4/ 24
5Y	+9.67%	+7.46%	2/ 24
7Y	+10.63%	+9.13%	6/ 24
10Y	+9.72%	+8.03%	4/ 16

Available plans & options

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