Kotak Equity Opportunities Fund Direct Growth

Scheme code: INF174K01LF9 NAV value: ₹ 353.7330 NAV date: 15 April, 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 year	1.68	54.31	31.26	30.46
3 year	12.75	35.78	22.31	21.66
5 year	5.01	31.04	17.05	16.04
7 year	9.64	19.93	16.33	15.02
10 year	14.20	20.58	17.99	16.29
12 year	17.05	18.71	18.00	15.16

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	31.26
3 year	6.28	33.32	15.57	22.31
5 year	0.74	26.02	12.91	17.05
7 year	3.33	15.62	11.64	16.33
10 year	3.49	17.22	10.65	17.99
12 year	3.07	16.17	10.8	18
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	31.26
3 year	6.56	32.12	15.66	22.31
5 year	1	26.2	12.75	17.05
7 year	3.8	15.42	11.84	16.33
10 year	3.8	18	11.09	17.99
12 year	3.63	16.86	11.19	18
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	31.26
3 year	7.68	33.37	17	22.31
5 year	0.71	27.63	13.15	17.05
7 year	3.76	16.01	12.04	16.33
10 year	3.56	16.94	10.94	17.99
12 year	3.31	16.54	10.99	18
15 year	6.56	16.42	10.95

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 year	12,00,000	13,25,295	1,25,295	10.45
3 year	36,00,000	49,38,883	13,38,883	11.12
5 year	60,00,000	96,18,173	36,18,173	9.90
7 year	84,00,000	1,54,03,154	70,03,154	9.05
10 year	1,20,00,000	3,10,04,916	1,90,04,916	9.96
12 year	1,44,00,000	4,47,78,388	3,03,78,388	9.92

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	10.45
3 year	7.35	11.12
5 year	7.28	9.9
7 year	6.36	9.05
10 year	5.93	9.96
12 year	6.09	9.92

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	10.45
3 year	7.51	11.12
5 year	7.25	9.9
7 year	6.38	9.05
10 year	6.15	9.96
12 year	6.3	9.92

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	10.45
3 year	8.25	11.12
5 year	7.64	9.9
7 year	6.58	9.05
10 year	6.21	9.96
12 year	6.36	9.92

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%