Kotak Equity Savings Fund Direct Growth
Scheme code: INF174K01D28
NAV value:
₹ 27.5104
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 4.03 | 23.87 | 15.77 | 13.21 |
| 3 year | 8.75 | 17.17 | 12.11 | 9.93 |
| 5 year | 5.75 | 15.81 | 10.14 | 9.1 |
| 7 year | 8.53 | 11.48 | 10.00 | 8.72 |
| 10 year | 9.47 | 10.81 | 10.13 | 9.14 |
Rolling return for 1 year
- Average return: 15.77% - Median return: 17.95% - Average standard deviation: 1.85Rolling return for 3 year
- Average return: 12.11% - Median return: 12.11% - Average standard deviation: 0.65Rolling return for 5 year
- Average return: 10.14% - Median return: 9.73% - Average standard deviation: 0.32Rolling return for 7 year
- Average return: 10% - Median return: 9.84% - Average standard deviation: 0.2Rolling return for 10 year
- Average return: 10.13% - Median return: 10.14% - Average standard deviation: 0.17SIP 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 | 12,68,375 | 68,375 | 5.70 |
| 3 year | 36,00,000 | 42,99,424 | 6,99,424 | 6.10 |
| 5 year | 60,00,000 | 78,31,893 | 18,31,893 | 5.47 |
| 7 year | 84,00,000 | 1,22,81,586 | 38,81,586 | 5.58 |
| 10 year | 1,20,00,000 | 2,11,84,990 | 91,84,990 | 5.85 |