Kotak Gilt Investment Provident Fund and Trust Direct Growth

Scheme code: INF174K01KM7 NAV value: ₹ 113.4805 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Gilt Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.1812.579.218.99
3 year4.578.916.405.99
5 year6.3610.818.427.79
7 year6.3411.468.768.61
10 year7.769.588.738.85
12 year8.238.568.3611.34

Rolling return for 1 year

- Average return: 9.21% - Median return: 9.08% - Average standard deviation: 0.93

Rolling return for 3 year

- Average return: 6.4% - Median return: 6.54% - Average standard deviation: 0.31

Rolling return for 5 year

- Average return: 8.42% - Median return: 8.2% - Average standard deviation: 0.23

Rolling return for 7 year

- Average return: 8.76% - Median return: 8.48% - Average standard deviation: 0.18

Rolling return for 10 year

- Average return: 8.73% - Median return: 8.82% - Average standard deviation: 0.14

Rolling return for 12 year

- Average return: 8.36% - Median return: 8.34% - Average standard deviation: 0.1

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 year12,00,00012,51,05351,0534.26
3 year36,00,00039,45,8233,45,8233.11
5 year60,00,00073,05,80513,05,8054.02
7 year84,00,0001,12,74,08128,74,0814.29
10 year1,20,00,0001,80,54,07160,54,0714.17
12 year1,44,00,0002,39,91,13095,91,1304.35

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,51,053 - Absolute Returns: ₹51,053 - CAGR: 4.26%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,45,823 - Absolute Returns: ₹3,45,823 - CAGR: 3.11%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,05,805 - Absolute Returns: ₹13,05,805 - CAGR: 4.02%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,12,74,081 - Absolute Returns: ₹28,74,081 - CAGR: 4.29%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,80,54,071 - Absolute Returns: ₹60,54,071 - CAGR: 4.17%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,39,91,130 - Absolute Returns: ₹95,91,130 - CAGR: 4.35%