Kotak Mahindra Bank SIP Calculator - 5 Year Plan

Plan your 5-year systematic investment with Kotak. Car purchase, wedding, higher education.

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹60,000

Est. Returns

₹25,276

Total Value

₹85,276

Invested Amount: 60,000
Estimated Returns: 25,276
Total Value: 85,276

SIP Growth Projection

5-Year SIP with Kotak

5 years is considered the minimum recommended period for equity SIPs. Historically, equity markets have delivered positive returns over 5-year periods.

Kotak Mahindra Mutual Fund is known for its strong research capabilities and innovative fund offerings. Their flexi-cap and multi-cap funds have delivered impressive returns over the years.

Long-term Growth with Kotak

Over 5 years, your systematic investment with Kotak can potentially grow significantly with an average return of 13.2% per annum. This makes it suitable for Car purchase, wedding, higher education.

Important Disclaimer

Not Financial Advice: This calculator provides estimates for educational and informational purposes only. It is not financial, investment, tax, or legal advice. Actual returns may vary significantly based on market conditions.

SEBI Compliance: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. The NAV of the scheme may go up or down depending upon the factors and forces affecting securities markets.

Consult a Professional: We strongly recommend consulting with a SEBI-registered investment advisor before making any investment decisions. Consider your financial situation, risk tolerance, and investment goals.

This calculator is provided as-is without warranties. CalcReady.com is not a SEBI-registered investment advisor and does not offer personalized investment recommendations.

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