Kotak Banking and PSU Debt Direct Growth

Scheme code: INF174K01KH7 NAV value: ₹ 67.2344 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Banking and PSU Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.319.438.087.82
3 year4.678.196.215.88
5 year6.639.687.897.44
7 year7.019.648.027.6
10 year7.738.347.957.59

Rolling return for 1 year

- Average return: 8.08% - Median return: 8.11% - Average standard deviation: 0.51

Rolling return for 3 year

- Average return: 6.21% - Median return: 6.2% - Average standard deviation: 0.21

Rolling return for 5 year

- Average return: 7.89% - Median return: 7.71% - Average standard deviation: 0.12

Rolling return for 7 year

- Average return: 8.02% - Median return: 7.76% - Average standard deviation: 0.08

Rolling return for 10 year

- Average return: 7.95% - Median return: 7.93% - Average standard deviation: 0.06

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,45,09145,0913.76
3 year36,00,00039,29,8643,29,8642.97
5 year60,00,00072,14,32412,14,3243.76
7 year84,00,0001,09,80,23725,80,2373.90
10 year1,20,00,0001,75,07,37355,07,3733.85

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,45,091 - Absolute Returns: ₹45,091 - CAGR: 3.76%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,29,864 - Absolute Returns: ₹3,29,864 - CAGR: 2.97%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,14,324 - Absolute Returns: ₹12,14,324 - CAGR: 3.76%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,09,80,237 - Absolute Returns: ₹25,80,237 - CAGR: 3.9%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,75,07,373 - Absolute Returns: ₹55,07,373 - CAGR: 3.85%