Kotak Flexicap Fund Direct Growth

Scheme code: INF174K01LS2 NAV value: ₹ 90.1400 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Flexi Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year1.2745.1126.1827.76
3 year7.9831.8317.7319.35
5 year5.0427.4514.6015.47
7 year10.4520.5715.2114.55
10 year12.6719.3816.8015.93
12 year16.2517.8917.1315.93

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5126.18
3 year 6.2833.3215.7917.73
5 year 3.5426.0213.514.6
7 year 3.3315.6211.7115.21
10 year 3.4917.2210.616.8
12 year 3.0716.1710.8417.13
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0626.18
3 year 9.0858.729.3117.73
5 year 3.674818.0414.6
7 year 3.831.0314.1415.21
10 year 3.828.9312.3916.8
12 year 3.6326.6512.5917.13
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7626.18
3 year 7.6833.3717.0917.73
5 year 2.3527.6313.5114.6
7 year 3.7616.0112.0715.21
10 year 3.5616.9410.9216.8
12 year 3.3116.5411.0117.13
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6826.18
3 year 8.0434.4618.2617.73
5 year 3.3728.6414.2114.6
7 year 3.9716.4212.4115.21
10 year 3.5317.7211.2216.8
12 year 3.116.9711.3117.13
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 26.18% - Median return: 30.54% - Average standard deviation: 4.63

Rolling return for 3 year

- Average return: 17.73% - Median return: 17.23% - Average standard deviation: 1.84

Rolling return for 5 year

- Average return: 14.6% - Median return: 14.87% - Average standard deviation: 0.97

Rolling return for 7 year

- Average return: 15.21% - Median return: 15.08% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 16.8% - Median return: 17.13% - Average standard deviation: 0.48

Rolling return for 12 year

- Average return: 17.13% - Median return: 17.15% - Average standard deviation: 0.43

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 year12,00,00013,05,8671,05,8678.83
3 year36,00,00046,51,20710,51,2078.92
5 year60,00,00088,68,86428,68,8648.13
7 year84,00,0001,41,83,34357,83,3437.77
10 year1,20,00,0002,72,79,2991,52,79,2998.56
12 year1,44,00,0003,92,68,8362,48,68,8368.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.98.83
3 year 7.38.92
5 year 7.488.13
7 year 6.397.77
10 year 5.958.56
12 year 6.118.72
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.028.83
3 year 20.648.92
5 year 138.13
7 year 9.487.77
10 year 7.998.56
12 year 8.128.72
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.358.83
3 year 8.228.92
5 year 7.778.13
7 year 6.67.77
10 year 6.238.56
12 year 6.378.72
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.588.83
3 year 8.718.92
5 year 8.228.13
7 year 6.827.77
10 year 6.478.56
12 year 6.68.72

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,05,867 - Absolute Returns: ₹1,05,867 - CAGR: 8.83%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,51,207 - Absolute Returns: ₹10,51,207 - CAGR: 8.92%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,68,864 - Absolute Returns: ₹28,68,864 - CAGR: 8.13%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,41,83,343 - Absolute Returns: ₹57,83,343 - CAGR: 7.77%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,72,79,299 - Absolute Returns: ₹1,52,79,299 - CAGR: 8.56%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,92,68,836 - Absolute Returns: ₹2,48,68,836 - CAGR: 8.72%