Kotak Flexicap Fund - Growth SIP Calculator
Kotak Mahindra Mutual Fund · Open Ended SchemesEquity Scheme - Flexi Cap Fund · Regular· Growth · Since Sept 2009
₹5,000/month SIP — Last 5 Years
60 months · Based on actual NAVs₹3,00,000
Total Invested
₹3,74,124
Current Value
₹74,124
Gains
+8.8%
XIRR
Simulation assumes ₹5,000 invested on the 10th of every month from 2021-04. Based on regular-growth plan NAVs. Does not include exit load or capital gains tax.
Returns Summary
| Period | Lumpsum Return (CAGR) | SIP XIRR |
|---|---|---|
| 1 Year | -0.96% | -13.19% |
| 3 Years | +13.06% | +3.51% |
| 5 Years | +10.94% | +8.20% |
| Since Inception | +13.00% | — |
CAGR = Compound Annual Growth Rate for lumpsum investment. SIP XIRR = annualised return for monthly SIP. Returns as of latest available NAV date.
Try Custom SIP Amount & Dates
Fund Details
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Open Ended SchemesEquity Scheme - Flexi Cap Fund
- Plan
- Regular
- Option
- Growth
- AUM
- ₹56,853 Cr
- Launch
- Sept 2009
How it works
We use actual daily NAV data from AMFI. For each monthly SIP date, we find the real NAV on that day (or the next trading day) and compute the units purchased.
- → Real NAV, not assumed returns
- → Holiday-adjusted SIP dates
- → XIRR computed from actual cash flows
- → Regular-Growth plans only
Ready to Invest?
Start your SIP in Kotak Flexicap Fund - Growthvia MF Utility — India's official transaction platform.
Invest via MFURedirects to MF Utility (mfuonline.com)