Kotak Bond Fund Direct Growth
Scheme code: INF174K01JC0
NAV value:
₹ 85.4591
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium to Long Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 6.33 | 11.64 | 9.04 | 8.21 |
| 3 year | 4.31 | 8.54 | 6.19 | 6.5 |
| 5 year | 6.02 | 9.82 | 7.78 | 6.99 |
| 7 year | 5.83 | 10.13 | 7.94 | 7.33 |
| 10 year | 7.23 | 8.58 | 7.94 | 7.54 |
| 12 year | 7.68 | 7.94 | 7.81 | 7.54 |
Rolling return for 1 year
- Average return: 9.04% - Median return: 8.94% - Average standard deviation: 0.72Rolling return for 3 year
- Average return: 6.19% - Median return: 6.33% - Average standard deviation: 0.29Rolling return for 5 year
- Average return: 7.78% - Median return: 7.69% - Average standard deviation: 0.2Rolling return for 7 year
- Average return: 7.94% - Median return: 7.71% - Average standard deviation: 0.16Rolling return for 10 year
- Average return: 7.94% - Median return: 8% - Average standard deviation: 0.12Rolling return for 12 year
- Average return: 7.81% - Median return: 7.8% - Average standard deviation: 0.07SIP 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 year | 12,00,000 | 12,50,367 | 50,367 | 4.20 |
| 3 year | 36,00,000 | 39,32,540 | 3,32,540 | 2.99 |
| 5 year | 60,00,000 | 72,21,793 | 12,21,793 | 3.78 |
| 7 year | 84,00,000 | 1,10,16,822 | 26,16,822 | 3.95 |
| 10 year | 1,20,00,000 | 1,74,95,201 | 54,95,201 | 3.84 |
| 12 year | 1,44,00,000 | 2,31,77,750 | 87,77,750 | 4.05 |