Kotak Equity Hybrid Direct Growth
Scheme code: INF174K01F00
NAV value:
₹ 66.7740
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 5.31 | 41.24 | 25.52 | 22.06 |
| 3 year | 11.39 | 32.47 | 19.17 | 16.61 |
| 5 year | 3.56 | 27.03 | 15.01 | 13.59 |
| 7 year | 11.34 | 17.24 | 14.23 | 12.75 |
| 10 year | 12.46 | 15.24 | 13.79 | 14.07 |
Rolling return for 1 year
- Average return: 25.52% - Median return: 28.84% - Average standard deviation: 3.89Rolling return for 3 year
- Average return: 19.17% - Median return: 18.41% - Average standard deviation: 1.49Rolling return for 5 year
- Average return: 15.01% - Median return: 14.61% - Average standard deviation: 0.77Rolling return for 7 year
- Average return: 14.23% - Median return: 14.13% - Average standard deviation: 0.48Rolling return for 10 year
- Average return: 13.79% - Median return: 13.75% - Average standard deviation: 0.4SIP 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 year | 12,00,000 | 13,13,056 | 1,13,056 | 9.43 |
| 3 year | 36,00,000 | 46,82,549 | 10,82,549 | 9.16 |
| 5 year | 60,00,000 | 90,92,089 | 30,92,089 | 8.67 |
| 7 year | 84,00,000 | 1,50,32,100 | 66,32,100 | 8.67 |
| 10 year | 1,20,00,000 | 2,74,57,374 | 1,54,57,374 | 8.63 |