Kotak Gold ETF Direct Growth

Scheme code: INF174KA1HJ8 NAV value: ₹ 78.2355 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Gold ETF

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year12.9042.7424.7225.15
3 year-53.1920.65-31.94-31.27
5 year-33.0416.38-19.43-31.14
7 year-45.18-16.55-25.10-19.63
10 year-34.90-10.99-22.87-16.43
12 year-28.46-6.65-20.60-16.57
15 year-20.34-17.92-19.06-17.61

Rolling return for 1 year

- Average return: 24.72% - Median return: 22.81% - Average standard deviation: 4.21

Rolling return for 3 year

- Average return: -31.94% - Median return: -48.24% - Average standard deviation: 1.64

Rolling return for 5 year

- Average return: -19.43% - Median return: -28.47% - Average standard deviation: 0.89

Rolling return for 7 year

- Average return: -25.1% - Median return: -22.66% - Average standard deviation: 0.67

Rolling return for 10 year

- Average return: -22.87% - Median return: -15.48% - Average standard deviation: 0.53

Rolling return for 12 year

- Average return: -20.6% - Median return: -26.27% - Average standard deviation: 0.42

Rolling return for 15 year

- Average return: -19.06% - Median return: -19.05% - Average standard deviation: 0.27

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 year12,00,00013,43,9801,43,98012.00
3 year36,00,00033,22,453-2,77,547-2.64
5 year60,00,00046,51,038-13,48,962-4.96
7 year84,00,00056,05,319-27,94,681-5.61
10 year1,20,00,00059,08,904-60,91,096-6.84
12 year1,44,00,00064,21,453-79,78,547-6.51
15 year1,80,00,00051,72,617-1,28,27,383-7.98

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,43,980 - Absolute Returns: ₹1,43,980 - CAGR: 12%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹33,22,453 - Absolute Returns: ₹-2,77,547 - CAGR: -2.64%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹46,51,038 - Absolute Returns: ₹-13,48,962 - CAGR: -4.96%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹56,05,319 - Absolute Returns: ₹-27,94,681 - CAGR: -5.61%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹59,08,904 - Absolute Returns: ₹-60,91,096 - CAGR: -6.84%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹64,21,453 - Absolute Returns: ₹-79,78,547 - CAGR: -6.51%

SIP return for 15 year

- Total Invested Amount: ₹1,80,00,000 - Final Portfolio Value: ₹51,72,617 - Absolute Returns: ₹-1,28,27,383 - CAGR: -7.98%