Kotak Equity Hybrid Direct Growth

Scheme code: INF174K01F00 NAV value: ₹ 67.4220 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 21.82 41.24 30.12 27.44
3 year 14.84 20.58 17.64 15.67
5 year 17.02 23.33 19.82 17.45
7 year 13.82 17.24 15.36 14.11
10 year 14.01 15.24 14.54 14.11

Rolling return for 1 year

Average return: 30.12%
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.39 22.13 24.39 22.13 1.13 23.26 01-2024 01-2025
28.89 27.02 32.88 23.2 3.49 28 12-2023 12-2024
31.95 30.04 36.71 25.52 4.01 31.05 11-2023 11-2024
34.61 36.48 41.24 30.08 4 35.6 10-2023 10-2024
34.19 35.45 38.48 31.25 2.59 34.84 09-2023 09-2024
31.32 35.87 38.53 28.8 3.8 33.63 08-2023 08-2024
34.13 35.18 39.47 30 3.37 34.7 07-2023 07-2024
25.88 33.56 38.01 21.82 6.34 29.82 06-2023 06-2024
27.45 30.66 33.99 24.28 3.62 29.1 05-2023 05-2024
29.02 29.36 32.66 25.8 2.43 29.21 04-2023 04-2024
27.15 26.91 31 23.18 2.77 27.06 03-2023 03-2024
25.02 25.4 27.88 22.6 1.87 25.22 02-2023 02-2024

Rolling return for 3 year

Average return: 17.64%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.36 15.49 17.36 15.49 0.93 16.42 01-2022 01-2025
18.29 17.8 19.49 16.61 1.03 18.05 12-2021 12-2024
16.58 16.2 17.97 14.84 1.11 16.4 11-2021 11-2024
17.08 17.35 18.97 15.49 1.23 17.22 10-2021 10-2024
18.76 19 20.02 17.75 0.81 18.88 09-2021 09-2024
18.24 19.14 20.37 17.04 1.22 18.7 08-2021 08-2024
19.02 19.94 20.58 18.38 0.84 19.48 07-2021 07-2024
16.01 18.61 19.62 15.03 1.87 17.32 06-2021 06-2024
17.68 17.46 19.66 15.51 1.47 17.58 05-2021 05-2024
17.58 17.62 18.68 16.53 0.76 17.6 04-2021 04-2024
16.66 16.33 17.83 15.18 0.94 16.5 03-2021 03-2024
18.56 16.56 19.46 15.68 1.51 17.56 02-2021 02-2024

Rolling return for 5 year

Average return: 19.82%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.78 19 19.78 19 0.39 19.39 01-2020 01-2025
20.2 20.23 20.94 19.5 0.51 20.22 12-2019 12-2024
19.51 19.92 20.36 19.07 0.48 19.72 11-2019 11-2024
21.17 20.99 22.34 19.83 0.89 21.08 10-2019 10-2024
22.56 21.49 23.33 20.73 0.99 22.03 09-2019 09-2024
21.6 22.22 22.91 20.93 0.73 21.92 08-2019 08-2024
21.06 20.66 22.01 19.72 0.82 20.86 07-2019 07-2024
17.95 19.46 20.14 17.28 1.14 18.71 06-2019 06-2024
18.89 18.36 20.09 17.18 1.05 18.63 05-2019 05-2024
17.91 18.23 18.57 17.58 0.37 18.07 04-2019 04-2024
18.52 17.72 19.23 17.02 0.83 18.12 03-2019 03-2024
19.25 18.98 19.79 18.45 0.48 19.12 02-2019 02-2024

Rolling return for 7 year

Average return: 15.36%
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.31 14.83 15.31 14.83 0.24 15.07 01-2018 01-2025
15.79 15.62 16.3 15.11 0.43 15.7 12-2017 12-2024
15.49 15.62 16.07 15.04 0.37 15.56 11-2017 11-2024
16.17 16.41 16.97 15.61 0.49 16.29 10-2017 10-2024
16.71 16.65 17.24 16.13 0.39 16.68 09-2017 09-2024
16.02 16.32 16.91 15.44 0.53 16.17 08-2017 08-2024
15.84 16.14 16.49 15.49 0.37 15.99 07-2017 07-2024
14.37 15.55 15.88 14.04 0.77 14.96 06-2017 06-2024
14.45 14.83 15.27 14.01 0.47 14.64 05-2017 05-2024
14.28 14.41 14.74 13.95 0.28 14.34 04-2017 04-2024
14.36 14.3 14.85 13.82 0.36 14.33 03-2017 03-2024
14.55 14.56 14.92 14.19 0.26 14.56 02-2017 02-2024

Rolling return for 10 year

Average return: 14.54%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.8 14.01 14.8 14.01 0.4 14.4 01-2015 01-2025
14.88 14.71 15.24 14.37 0.31 14.8 12-2014 12-2024
14.37 14.49 14.78 14.09 0.25 14.43 11-2014 11-2024