Kotak Low Duration Fund Direct Growth

Scheme code: INF178L01AX4 NAV value: ₹ 3588.5631 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Low Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.989.007.928.41
3 year5.197.306.075.92
5 year6.499.187.476.77
7 year7.038.187.407.13
10 year7.687.857.767.21

Rolling return for 1 year

- Average return: 7.92% - Median return: 7.83% - Average standard deviation: 0.45

Rolling return for 3 year

- Average return: 6.07% - Median return: 6.03% - Average standard deviation: 0.15

Rolling return for 5 year

- Average return: 7.47% - Median return: 7.04% - Average standard deviation: 0.1

Rolling return for 7 year

- Average return: 7.4% - Median return: 7.31% - Average standard deviation: 0.07

Rolling return for 10 year

- Average return: 7.76% - Median return: 7.76% - Average standard deviation: 0.05

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 year12,00,00012,43,58543,5853.64
3 year36,00,00039,32,1433,32,1432.99
5 year60,00,00071,31,78211,31,7823.52
7 year84,00,0001,06,49,73722,49,7373.45
10 year1,20,00,0001,73,19,81253,19,8123.74

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,43,585 - Absolute Returns: ₹43,585 - CAGR: 3.64%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,32,143 - Absolute Returns: ₹3,32,143 - CAGR: 2.99%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,31,782 - Absolute Returns: ₹11,31,782 - CAGR: 3.52%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,06,49,737 - Absolute Returns: ₹22,49,737 - CAGR: 3.45%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,73,19,812 - Absolute Returns: ₹53,19,812 - CAGR: 3.74%