Kotak Mahindra
Kotak Opportunities---Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.10% | +0.11% | -0.01 | 20 / 32 | Q3 |
| 1W | -2.20% | -1.76% | -0.44 | 25 / 32 | Q4 |
| 2W | -0.57% | -0.27% | -0.31 | 22 / 32 | Q3 |
| 1M | -2.63% | -1.02% | -1.60 | 30 / 32 | Q4 |
| 3M | -4.69% | -1.18% | -3.51 | 26 / 32 | Q4 |
| 6M | -5.12% | -5.43% | +0.30 | 18 / 32 | Q3 |
| YTD | -5.47% | -5.57% | +0.09 | 20 / 32 | Q3 |
| 1Y | +0.65% | -1.21% | +1.86 | 16 / 32 | Q2 |
| 2Y | +1.22% | +1.22% | +0.00 | 19 / 32 | Q3 |
| 3Y | +14.94% | +13.45% | +1.49 | 15 / 32 | Q2 |
| 4Y | +15.91% | +13.62% | +2.28 | 14 / 32 | Q2 |
| 5Y | +13.96% | +11.89% | +2.07 | 14 / 32 | Q2 |
| 7Y | +15.23% | +12.99% | +2.24 | 11 / 32 | Q2 |
| 10Y | +14.95% | +11.48% | +3.47 | 6 / 32 | Q1 |
| Inception | +13.39% | +9.20% | +4.18 | 5 / 29 | Q1 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | -5.47% | -5.57% | +0.09 | 20 / 32 |
| 2025 | +5.16% | +2.91% | +2.26 | 13 / 32 |
| 2024 | +23.89% | +19.92% | +3.97 | 10 / 32 |
| 2023 | +29.01% | +27.73% | +1.29 | 16 / 32 |
| 2022 | +6.99% | +2.49% | +4.49 | 11 / 32 |
| 2021 | +29.51% | +32.49% | -2.98 | 20 / 32 |
| 2020 | +16.37% | +13.97% | +2.40 | 10 / 32 |
| 2019 | +12.90% | +4.84% | +8.07 | 3 / 32 |
| 2018 | -5.04% | -10.87% | +5.83 | 9 / 32 |
| 2017 | +33.37% | +31.34% | +2.02 | 14 / 32 |
| 2016 | +8.91% | +2.52% | +6.39 | 4 / 32 |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Risk profile
Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.
Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.
Peers in Large & Mid Cap Fund
| Scheme | NAV |
|---|---|
| HDFC Large and Mid Cap Fund - Growth Option | ₹329.5320 |
| SBI Magnum Multiplier Plus Scheme - 93 -Dividend | ₹282.7709 |
| ICICI Prudential Growth Plan-Dividend Option | ₹28.9300 |
| Franklin India Flexi Cap Fund-Dividend Plan | ₹18.7310 |
| Kotak Opportunities---Dividend | ₹58.2030 |
| Canara Robeco Emerging Equities-GROWTH PLAN | ₹239.5300 |
| UTI - TOP 100 Fund- Growth Option | ₹177.6776 |
| Bharti AXA Equity Fund Eco Plan- Growth | ₹97.8700 |
| Birla Sun Life Advantage Fund-Plan A (Dividend) | ₹129.9500 |
| Escorts High Yield Equity Plan - Dividend Option | ₹74.2930 |
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jun 2026 | ₹333.6160 |
| 2 Jun 2026 | ₹334.2920 |
| 1 Jun 2026 | ₹333.9650 |
| 29 May 2026 | ₹337.5900 |
| 27 May 2026 | ₹343.0420 |
| 26 May 2026 | ₹341.8220 |
| 25 May 2026 | ₹341.8490 |
| 22 May 2026 | ₹337.4590 |
| 21 May 2026 | ₹337.0030 |
| 20 May 2026 | ₹336.5280 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.