Kotak BSE Sensex ETF Direct Growth

Scheme code: INF174KA1JD7 NAV value: ₹ 82.8444 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Other ETFs

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-0.5934.5616.8912.92
3 year-49.7816.32-41.874.53
5 year-29.7619.14-9.572.92
7 year-20.4314.90-0.444.96
10 year-12.4317.062.245.8
12 year-9.9216.940.815.46
15 year-5.56-0.22-3.527.04

Rolling return for 1 year

- Average return: 16.89% - Median return: 19.14% - Average standard deviation: 3.95

Rolling return for 3 year

- Average return: -41.87% - Median return: -46.27% - Average standard deviation: 1.73

Rolling return for 5 year

- Average return: -9.57% - Median return: -25.9% - Average standard deviation: 1.1

Rolling return for 7 year

- Average return: -0.44% - Median return: 10% - Average standard deviation: 0.81

Rolling return for 10 year

- Average return: 2.24% - Median return: 8.25% - Average standard deviation: 0.71

Rolling return for 12 year

- Average return: 0.81% - Median return: -6.06% - Average standard deviation: 0.65

Rolling return for 15 year

- Average return: -3.52% - Median return: -4% - Average standard deviation: 0.47

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 year12,00,00012,70,90770,9075.91
3 year36,00,00023,92,899-12,07,101-12.73
5 year60,00,00052,72,752-7,27,248-2.55
7 year84,00,00089,48,9655,48,9650.91
10 year1,20,00,0001,45,65,57525,65,5751.96
12 year1,44,00,0001,60,56,07516,56,0750.91
15 year1,80,00,00074,39,049-1,05,60,951-5.72

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,70,907 - Absolute Returns: ₹70,907 - CAGR: 5.91%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹23,92,899 - Absolute Returns: ₹-12,07,101 - CAGR: -12.73%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹52,72,752 - Absolute Returns: ₹-7,27,248 - CAGR: -2.55%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹89,48,965 - Absolute Returns: ₹5,48,965 - CAGR: 0.91%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,45,65,575 - Absolute Returns: ₹25,65,575 - CAGR: 1.96%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹1,60,56,075 - Absolute Returns: ₹16,56,075 - CAGR: 0.91%

SIP return for 15 year

- Total Invested Amount: ₹1,80,00,000 - Final Portfolio Value: ₹74,39,049 - Absolute Returns: ₹-1,05,60,951 - CAGR: -5.72%