Kotak Bond Short Term Plan Direct Growth
Scheme code: INF174K01JI7
NAV value:
₹ 56.5890
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 6.53 | 9.55 | 8.22 | 7.4 |
| 3 year | 4.43 | 7.82 | 6.07 | 6.48 |
| 5 year | 6.65 | 9.76 | 7.73 | 7.09 |
| 7 year | 6.85 | 9.81 | 8.05 | 7.8 |
| 10 year | 7.69 | 8.35 | 7.96 | 8.13 |
| 12 year | 7.94 | 8.13 | 8.03 | 10.93 |
Rolling return for 1 year
- Average return: 8.22% - Median return: 8.27% - Average standard deviation: 0.51Rolling return for 3 year
- Average return: 6.07% - Median return: 6.09% - Average standard deviation: 0.19Rolling return for 5 year
- Average return: 7.73% - Median return: 7.45% - Average standard deviation: 0.11Rolling return for 7 year
- Average return: 8.05% - Median return: 7.74% - Average standard deviation: 0.09Rolling return for 10 year
- Average return: 7.96% - Median return: 7.95% - Average standard deviation: 0.06Rolling return for 12 year
- Average return: 8.03% - Median return: 8.02% - Average standard deviation: 0.05SIP 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 | 12,45,971 | 45,971 | 3.84 |
| 3 year | 36,00,000 | 39,24,452 | 3,24,452 | 2.92 |
| 5 year | 60,00,000 | 71,84,448 | 11,84,448 | 3.67 |
| 7 year | 84,00,000 | 1,09,86,415 | 25,86,415 | 3.91 |
| 10 year | 1,20,00,000 | 1,74,34,843 | 54,34,843 | 3.81 |
| 12 year | 1,44,00,000 | 2,30,26,039 | 86,26,039 | 3.99 |