Kotak Credit Risk Fund Direct Growth

Scheme code: INF174K01LZ7 NAV value: ₹ 32.3710 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Credit Risk Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.4411.118.708.07
3 year4.547.775.738.72
5 year6.039.227.345.52
7 year6.559.928.066.49
10 year7.738.528.117.47
12 year8.088.248.167.75

Rolling return for 1 year

- Average return: 8.7% - Median return: 8.64% - Average standard deviation: 0.61

Rolling return for 3 year

- Average return: 5.73% - Median return: 5.72% - Average standard deviation: 0.23

Rolling return for 5 year

- Average return: 7.34% - Median return: 6.81% - Average standard deviation: 0.13

Rolling return for 7 year

- Average return: 8.06% - Median return: 7.78% - Average standard deviation: 0.1

Rolling return for 10 year

- Average return: 8.11% - Median return: 8.12% - Average standard deviation: 0.07

Rolling return for 12 year

- Average return: 8.16% - Median return: 8.16% - Average standard deviation: 0.05

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 year12,00,00012,45,87445,8743.83
3 year36,00,00039,08,4313,08,4312.78
5 year60,00,00071,00,30911,00,3093.43
7 year84,00,0001,08,78,55024,78,5503.76
10 year1,20,00,0001,72,74,74452,74,7443.71
12 year1,44,00,0002,28,39,85184,39,8513.92

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,45,874 - Absolute Returns: ₹45,874 - CAGR: 3.83%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,08,431 - Absolute Returns: ₹3,08,431 - CAGR: 2.78%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,00,309 - Absolute Returns: ₹11,00,309 - CAGR: 3.43%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,78,550 - Absolute Returns: ₹24,78,550 - CAGR: 3.76%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,72,74,744 - Absolute Returns: ₹52,74,744 - CAGR: 3.71%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,28,39,851 - Absolute Returns: ₹84,39,851 - CAGR: 3.92%