Kotak Dynamic Bond Fund Direct Growth

Scheme code: INF174K01JU2 NAV value: ₹ 40.5343 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Dynamic Bond

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.7412.799.688.99
3 year4.378.686.356.16
5 year6.8611.168.467.42
7 year6.9410.738.837.85
10 year8.318.958.678.01
12 year8.678.938.808.11

Rolling return for 1 year

- Average return: 9.68% - Median return: 9.61% - Average standard deviation: 0.81

Rolling return for 3 year

- Average return: 6.35% - Median return: 6.47% - Average standard deviation: 0.28

Rolling return for 5 year

- Average return: 8.46% - Median return: 8.1% - Average standard deviation: 0.17

Rolling return for 7 year

- Average return: 8.83% - Median return: 8.6% - Average standard deviation: 0.12

Rolling return for 10 year

- Average return: 8.67% - Median return: 8.69% - Average standard deviation: 0.07

Rolling return for 12 year

- Average return: 8.8% - Median return: 8.8% - Average standard deviation: 0.07

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 year12,00,00012,53,42653,4264.46
3 year36,00,00039,43,4213,43,4213.09
5 year60,00,00072,94,68612,94,6863.99
7 year84,00,0001,12,68,25528,68,2554.29
10 year1,20,00,0001,80,24,89060,24,8904.15
12 year1,44,00,0002,40,39,47896,39,4784.36

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,53,426 - Absolute Returns: ₹53,426 - CAGR: 4.46%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,43,421 - Absolute Returns: ₹3,43,421 - CAGR: 3.09%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,94,686 - Absolute Returns: ₹12,94,686 - CAGR: 3.99%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,12,68,255 - Absolute Returns: ₹28,68,255 - CAGR: 4.29%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,80,24,890 - Absolute Returns: ₹60,24,890 - CAGR: 4.15%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,40,39,478 - Absolute Returns: ₹96,39,478 - CAGR: 4.36%