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Kotak Equity Savings Fund (0P00014HE7.BO)

BSE - BSE Delayed price. Currency in INR
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19.25-0.01 (-0.07%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.77%
5-year average return12.12%
Number of years up9
Number of years downN/A
Best 1-yr total return (5 July 2024)15.88%
Worst 1-yr total return (5 July 2024)N/A
Best 3-yr total return15.88%
Worst 3-yr total return7.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00014HE7.BOCategory
YTD6.57%0.00%
1-month0.84%0.00%
3-month3.79%0.00%
1-year19.77%0.00%
3-year12.61%0.00%
5-year11.40%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00014HE7.BOCategory
2024
N/AN/A
2023
15.88%N/A
2022
7.90%N/A
2021
12.18%N/A
2020
11.27%N/A
2019
7.00%N/A
2018
4.37%N/A
2017
14.83%N/A
2016
7.25%N/A
2015
7.12%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.01%N/AN/AN/A
20230.06%4.97%3.62%6.48%
20221.81%-1.24%3.73%3.45%
20212.00%3.62%4.02%2.03%
2020-10.43%10.13%4.79%7.66%
20192.44%0.79%0.38%3.25%
2018-0.61%2.78%0.88%1.28%
20174.69%2.84%3.16%3.39%
20160.27%3.47%3.47%-0.10%
20153.50%1.11%1.45%0.90%

Rank in category (by total return)

YTD11
1-month14
3-month10
1-year8
3-year4
5-year10

Load adjusted returns

1-year19.77%
3-year12.61%
5-year11.40%
10-yearN/A