Kotak Medium Term Fund Direct Growth
Scheme code: INF174K01VQ5
NAV value:
₹ 24.7828
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 7.22 | 11.91 | 9.57 | 7.8 |
| 3 year | 5.27 | 8.09 | 6.66 | 6.13 |
| 5 year | 6.33 | 8.91 | 7.42 | 6.62 |
| 7 year | 6.52 | 9.21 | 7.72 | 7.32 |
| 10 year | 7.96 | 8.44 | 8.22 | 7.97 |
Rolling return for 1 year
- Average return: 9.57% - Median return: 9.52% - Average standard deviation: 0.62Rolling return for 3 year
- Average return: 6.66% - Median return: 6.72% - Average standard deviation: 0.26Rolling return for 5 year
- Average return: 7.42% - Median return: 7.25% - Average standard deviation: 0.15Rolling return for 7 year
- Average return: 7.72% - Median return: 7.52% - Average standard deviation: 0.09Rolling return for 10 year
- Average return: 8.22% - Median return: 8.23% - Average standard deviation: 0.06SIP 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 year | 12,00,000 | 12,53,339 | 53,339 | 4.45 |
| 3 year | 36,00,000 | 39,63,934 | 3,63,934 | 3.26 |
| 5 year | 60,00,000 | 71,49,940 | 11,49,940 | 3.57 |
| 7 year | 84,00,000 | 1,08,13,798 | 24,13,798 | 3.68 |
| 10 year | 1,20,00,000 | 1,76,05,804 | 56,05,804 | 3.91 |