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BSE - Delayed Quote INR

Kotak Equity Savings Fund (0P00014HE7.BO)

19.99
-0.03
(-0.14%)
At close: May 1 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return 0.94%
5y Average Return 13.22%
Number of Years Up 10
Number of Years Down --
Best 1Y Total Return (Apr 30, 2025) 16.49%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 16.49%
Worst 3Y Total Return 7.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00014HE7.BO
Category
YTD
-1.17%
0.00%
1-Month
3.23%
0.00%
3-Month
-1.17%
0.00%
1-Year
7.35%
0.00%
3-Year
11.29%
0.00%
5-Year
14.36%
0.00%
10-Year
9.57%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00014HE7.BO
Category
2025
--
--
2024
12.97%
--
2023
16.49%
--
2022
7.90%
--
2021
12.18%
--
2020
11.27%
--
2019
7.00%
--
2018
4.37%
--

2017
14.83%
--
2016
7.25%
--
2015
7.12%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.17% -- -- --
2024 4.01% 4.79% 4.81% -1.10%
2023 0.06% 5.52% 3.62% 6.48%
2022 1.81% -1.24% 3.73% 3.45%
2021 2.00% 3.62% 4.02% 2.03%
2020 -10.43% 10.13% 4.79% 7.66%
2019 2.44% 0.79% 0.38% 3.25%
2018 -0.61% 2.78% 0.88% 1.28%
2017 4.69% 2.84% 3.16% 3.39%
2016 0.27% 3.47% 3.47% -0.10%

2015 3.50% 1.11% 1.45% 0.90%

Rank in Category (By Total Return)

YTD 62
1-Month 17
3-Month 62
1-Year 36
3-Year 3
5-Year 23

Load Adjusted Returns

1-Year 7.35%
3-Year 11.29%
5-Year 14.36%
10-Year 9.57%

Performance & Risk

YTD Return 0.94%
5y Average Return 13.22%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Kotak Mahindra Asset Management Co Ltd
Net Assets --
YTD Return -1.17%
Yield 0.00%
Morningstar Rating
Inception Date Oct 13, 2014

Fund Summary

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