Kotak Equity Savings Fund Direct Growth
Scheme code: INF174K01D28
NAV value:
₹ 29.0067
NAV date: 19 March, 2026
TER: 0.69%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -9.62 | 34.20 | 9.23 | 10.28 | 8.62 |
| 3 year | 2.10 | 16.74 | 10.25 | 10.37 | 10.96 |
| 5 year | 4.33 | 15.60 | 9.80 | 10.26 | 10.67 |
| 7 year | 8.62 | 11.67 | 10.29 | 10.21 | 9.71 |
| 10 year | 9.47 | 10.83 | 10.34 | 10.28 | 9.24 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,55,179 - Absolute Returns: ₹55,179 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,98,173 - Absolute Returns: ₹5,98,173 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,81,212 - Absolute Returns: ₹17,81,212 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,22,98,726 - Absolute Returns: ₹38,98,726 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,12,56,054 - Absolute Returns: ₹92,56,054 - CAGR: %Drawdown Metrics
Max Drawdown
-16.48 %
Drawdown Duration
1 months
Recovery Time
4 months
Avg Drawdown
-0.81 %
Calmar Ratio by Duration
1
Y
0.6238
3
Y
0.6293
5
Y
0.6226
7
Y
0.6196
10
Y
0.6238