Kotak Debt Hybrid Direct Growth

Scheme code: INF174K01JZ1 NAV value: ₹ 65.9020 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Conservative Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.1522.3215.8312.82
3 year9.9715.9512.189.27
5 year6.7815.2511.008.22
7 year8.2812.0710.718.59
10 year10.2812.0711.209.25
12 year10.8311.2611.039.44

Rolling return for 1 year

- Average return: 15.83% - Median return: 17.09% - Average standard deviation: 1.64

Rolling return for 3 year

- Average return: 12.18% - Median return: 12.09% - Average standard deviation: 0.56

Rolling return for 5 year

- Average return: 11% - Median return: 10.86% - Average standard deviation: 0.32

Rolling return for 7 year

- Average return: 10.71% - Median return: 10.77% - Average standard deviation: 0.24

Rolling return for 10 year

- Average return: 11.2% - Median return: 11.28% - Average standard deviation: 0.16

Rolling return for 12 year

- Average return: 11.03% - Median return: 11.04% - Average standard deviation: 0.12

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 year12,00,00012,75,64975,6496.31
3 year36,00,00042,69,6996,69,6995.85
5 year60,00,00079,69,84519,69,8455.84
7 year84,00,0001,23,59,33939,59,3395.67
10 year1,20,00,0002,13,72,02693,72,0265.94
12 year1,44,00,0002,91,28,0751,47,28,0756.05

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,75,649 - Absolute Returns: ₹75,649 - CAGR: 6.31%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,69,699 - Absolute Returns: ₹6,69,699 - CAGR: 5.85%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹79,69,845 - Absolute Returns: ₹19,69,845 - CAGR: 5.84%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,23,59,339 - Absolute Returns: ₹39,59,339 - CAGR: 5.67%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,13,72,026 - Absolute Returns: ₹93,72,026 - CAGR: 5.94%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,91,28,075 - Absolute Returns: ₹1,47,28,075 - CAGR: 6.05%