Kotak Equity Opportunities Fund Direct Growth

Scheme code: INF174K01LF9 NAV value: ₹ 365.4640 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year1.6854.3131.2630.46
3 year12.7535.7822.3121.66
5 year5.0131.0417.0516.04
7 year9.6419.9316.3315.02
10 year14.2020.5817.9916.29
12 year17.0518.7118.0015.16

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5131.26
3 year 6.2833.3215.7922.31
5 year 3.5426.0213.517.05
7 year 3.3315.6211.7116.33
10 year 3.4917.2210.617.99
12 year 3.0716.1710.8418
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0631.26
3 year 9.0858.729.3122.31
5 year 3.674818.0417.05
7 year 3.831.0314.1416.33
10 year 3.828.9312.3917.99
12 year 3.6326.6512.5918
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7631.26
3 year 7.6833.3717.0922.31
5 year 2.3527.6313.5117.05
7 year 3.7616.0112.0716.33
10 year 3.5616.9410.9217.99
12 year 3.3116.5411.0118
15 year 6.5616.4210.96
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -3624.56-2.5931.26
3 year -7.7814.624.2222.31

Rolling return for 1 year

- Average return: 31.26% - Median return: 37.34% - Average standard deviation: 5.13

Rolling return for 3 year

- Average return: 22.31% - Median return: 22.16% - Average standard deviation: 1.89

Rolling return for 5 year

- Average return: 17.05% - Median return: 16.82% - Average standard deviation: 0.99

Rolling return for 7 year

- Average return: 16.33% - Median return: 16.45% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 17.99% - Median return: 18.26% - Average standard deviation: 0.48

Rolling return for 12 year

- Average return: 18% - Median return: 17.92% - Average standard deviation: 0.48

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 year12,00,00013,25,2951,25,29510.45
3 year36,00,00049,38,88313,38,88311.12
5 year60,00,00096,18,17336,18,1739.90
7 year84,00,0001,54,03,15470,03,1549.05
10 year1,20,00,0003,10,04,9161,90,04,9169.96
12 year1,44,00,0004,47,78,3883,03,78,3889.92

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.910.45
3 year 7.311.12
5 year 7.489.9
7 year 6.399.05
10 year 5.959.96
12 year 6.119.92
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.0210.45
3 year 20.6411.12
5 year 139.9
7 year 9.489.05
10 year 7.999.96
12 year 8.129.92
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.3510.45
3 year 8.2211.12
5 year 7.779.9
7 year 6.69.05
10 year 6.239.96
12 year 6.379.92
NIFTY LARGEMIDCAP 250
Duration Average return (%) Fund's return (%)
1 year 3.2510.45
3 year 1.1111.12

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,25,295 - Absolute Returns: ₹1,25,295 - CAGR: 10.45%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,38,883 - Absolute Returns: ₹13,38,883 - CAGR: 11.12%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹96,18,173 - Absolute Returns: ₹36,18,173 - CAGR: 9.9%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,54,03,154 - Absolute Returns: ₹70,03,154 - CAGR: 9.05%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,10,04,916 - Absolute Returns: ₹1,90,04,916 - CAGR: 9.96%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,47,78,388 - Absolute Returns: ₹3,03,78,388 - CAGR: 9.92%