Kotak Focused Equity Fund Direct Growth

Scheme code: INF174KA1EN7 NAV value: ₹ 24.9390 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Focused Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	2.21	48.38	26.58	27.5
3 year	9.95	33.87	19.26	19.35
5 year	15.71	28.35	20.84	15.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	26.58
3 year	6.28	33.32	15.57	19.26
5 year	0.74	26.02	12.91	20.84
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
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	26.58
3 year	6.56	32.12	15.66	19.26
5 year	1	26.2	12.75	20.84
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
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	26.58
3 year	7.68	33.37	17	19.26
5 year	0.71	27.63	13.15	20.84
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	26.58
3 year	8.04	34.46	17.98	19.26
5 year	0.69	28.64	13.53	20.84
7 year	3.97	16.42	12.35
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 26.58% - Median return: 30.24% - Average standard deviation: 4.67

- Average return: 19.26% - Median return: 18.72% - Average standard deviation: 1.79

- Average return: 20.84% - Median return: 20.84% - Average standard deviation: 1.42

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	13,08,392	1,08,392	9.04
3 year	36,00,000	46,87,326	10,87,326	9.20
5 year	60,00,000	1,00,52,962	40,52,962	10.87

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,08,392 - Absolute Returns: ₹1,08,392 - CAGR: 9.04%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,87,326 - Absolute Returns: ₹10,87,326 - CAGR: 9.2%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,00,52,962 - Absolute Returns: ₹40,52,962 - CAGR: 10.87%