Kotak Floating Rate Fund Direct Growth

Scheme code: INF174KA1EC0 NAV value: ₹ 1530.9308 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Floater Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year7.109.658.358.37
3 year5.067.346.307.82
5 year6.797.717.1312.88

Rolling return for 1 year

- Average return: 8.35% - Median return: 8.37% - Average standard deviation: 0.49

Rolling return for 3 year

- Average return: 6.3% - Median return: 6.42% - Average standard deviation: 0.19

Rolling return for 5 year

- Average return: 7.13% - Median return: 7.12% - Average standard deviation: 0.11

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 year12,00,00012,46,34446,3443.87
3 year36,00,00039,39,5173,39,5173.05
5 year60,00,00071,14,66311,14,6633.47

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,46,344 - Absolute Returns: ₹46,344 - CAGR: 3.87%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,39,517 - Absolute Returns: ₹3,39,517 - CAGR: 3.05%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,14,663 - Absolute Returns: ₹11,14,663 - CAGR: 3.47%