Kotak Mahindra Mutual Fund

Kotak NIFTY Private Bank ETF

Kotak Mahindra Mutual Fund

Expense Ratio: -
Risk: -
Exchange Traded Funds (ETFs) - Equity ETF
Plan: Regular
Benchmark: -
Inception: 08-07-2026
Exit Load: Nil
Fund Size:-

Performance

1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-0.48%
Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

Similar Funds

SBI Mutual Fund
NAV / Fund Size₹370.97₹49,963.25 Cr
Contra FundVery High RiskEquity

-1.75%

2.57%

15.11%

16.98%

12.77%

TATA Mutual Fund
NAV / Fund Size₹35.47₹11,355.70 Cr
Small Cap FundVery High RiskEquity

-8.81%

-0.56%

11.75%

15.20%

18.25%

Kotak Mahindra Mutual Fund
NAV / Fund Size₹546.96₹11,119.35 Cr
Large Cap FundVery High RiskEquity

-3.01%

3.05%

11.34%

10.70%

10.98%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 Aug, 261500015151+1.0%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI21 Jul, 261 L.99516-0.5%N/A

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

Search Funds