Hybrid Scheme - Equity Savings
| Period | Win Ratio (%) | Avg Win over Benchmark (%) | Avg Loss over Benchmark (%) |
|---|---|---|---|
| 30 days | 48% | 20% | 46% |
| 60 days | 44% | 17% | 28% |
| 90 days | 44% | 15% | 22% |
| 180 days | 46% | 10% | 15% |
| 1Yr | 43% | 6% | 9% |
| 3Yr | 21% | 2% | 4% |
| 5Yr | 15% | 2% | 4% |
| 7Yr | 0% | 0% | 3% |
| 10Yr | 0% | 0% | 3% |
| Period | Kotak Equity Savings Fund - Direct - Growth | Nifty 50 |
|---|---|---|
| 30 days | -15.3% | -24.5% | 11.6% | 51.2% | 26.6% | -62.0% | 13.6% | 174.1% |
| 60 days | -13.5% | -16.9% | 11.1% | 38.7% | -23.0% | -47.1% | 15.8% | 119.3% |
| 90 days | -10.5% | -15.3% | 10.9% | 33.7% | -25.0% | -39.8% | 14.4% | 104.4% |
| 1 Year | 0.6% | 1.6% | 8.9% | 21.5% | -10.0% | -15.8% | 11.1% | 57.3% |
| 3 Years | 9.5% | 5.6% | 10.4% | 13.9% | 7.7% | 2.2% | 13.9% | 24.6% |
| 5 Years | 9.0% | 6.4% | 9.9% | 13.8% | 6.4% | 3.7% | 14.3% | 21.9% |
| 7 Years | 10.1% | 8.9% | 10.5% | 11.4% | 11.2% | 11.0% | 13.8% | 15.9% |
| 10 Years | 9.6% | 9.6% | 10.2% | 10.7% | 11.7% | 11.2% | 12.8% | 14.9% |
| Start Date | End Date | Duration | Max Drop (%) | Benchmark & Other Symbols Max Drop | Start Value | Min Value | End Value |
|---|---|---|---|---|---|---|---|
| Feb. 19, 2020 | July 21, 2020 | 153 days | 16% | Nifty 50: 37% | 15711 | 13122 | 15728 |
| Dec. 10, 2024 | May 15, 2025 | 156 days | 6% | Nifty 50: 10% | 28034 | 26381 | 28142 |
| Jan. 6, 2026 | July 1, 2026 | 176 days | 5% | Nifty 50: 15% | 30184 | 28619 | 30258 |