Kotak Focused Fund- Regular plan _ Growth Option SIP Calculator
Kotak Mahindra Mutual Fund · Focused Fund · Regular · Growth · Since Jun 2019
₹5,000/month SIP — Last 5 Years
60 months · Based on actual NAVs₹3,00,000
Total Invested
₹4,22,478
Current Value
₹1,22,478
Gains
+13.7%
XIRR
Simulation assumes ₹5,000 invested on the 10th of every month from 2021-08. 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 | +12.21% | +14.27% |
| 3 Years | +15.43% | +12.51% |
| 5 Years | +12.94% | +13.73% |
| Since Inception | +15.60% | — |
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
Kotak Focused Fund- Regular plan _ Growth Option
Kotak Mahindra Mutual Fund · Focused Fund
Fund Details
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Focused Fund
- Plan
- Regular
- Option
- Growth
- AUM
- ₹35,64,491.81 Cr
- Launch
- Jun 2019
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 Focused Fund- Regular plan _ Growth Option via MF Utility — India's official transaction platform.
Invest via MFURedirects to MF Utility (mfuonline.com)