Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
1/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Kotak Equity Savings Fund - Direct - Quarterly Payout of Income Distribution cum capital withdrawal option
3Y ago₹1.16 L
5Y ago₹1.23 L
Every metric, side-by-side
marks the winner per row.
| Metric | Kotak Equity Savings Fund - Dir… |
|---|---|
| Fund house | Kotak Mahindra Mutual Fund |
| Category | Hybrid Scheme - Equity Savings |
| Plan | Direct |
| Latest NAV | ₹13.3376 |
| Assets managed (AUM) | — |
| 1M return | 1.94% |
| 6M return | 7.47% |
| 1Y return | 15.94% |
| 3Y CAGR | 5.11% |
| 5Y CAGR | 4.16% |
| Since inception CAGR | 4.23% |
| Bumpiness · 3Y (annualised σ) | 8.71 |
| Worst drop ever | -17.06% |
| Sharpe · 3Y (rf=6%) | -0.10 |