Kotak Nifty PSU Bank ETF Direct Growth

Scheme code: INF373I01023 NAV value: ₹ 624.0918 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Other ETFs

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-23.10101.2531.3812.92
3 year-11.4062.8733.524.53
5 year-21.6738.613.902.92
7 year-15.5513.48-0.124.96
10 year-13.6612.510.355.8
12 year-7.058.010.415.46
15 year0.5412.105.437.04

Rolling return for 1 year

- Average return: 31.38% - Median return: 30.6% - Average standard deviation: 8.52

Rolling return for 3 year

- Average return: 33.52% - Median return: 39.67% - Average standard deviation: 4.02

Rolling return for 5 year

- Average return: 3.9% - Median return: 0.65% - Average standard deviation: 1.84

Rolling return for 7 year

- Average return: -0.12% - Median return: -2.44% - Average standard deviation: 1.29

Rolling return for 10 year

- Average return: 0.35% - Median return: 1.17% - Average standard deviation: 0.96

Rolling return for 12 year

- Average return: 0.41% - Median return: -0.7% - Average standard deviation: 0.81

Rolling return for 15 year

- Average return: 5.43% - Median return: 5.02% - Average standard deviation: 0.71

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 year12,00,00012,66,95666,9565.58
3 year36,00,00062,68,66326,68,66320.31
5 year60,00,00094,22,05234,22,0529.45
7 year84,00,0001,09,91,80725,91,8073.92
10 year1,20,00,0001,49,17,31229,17,3122.20
12 year1,44,00,0001,89,59,97945,59,9792.32
15 year1,80,00,0003,45,62,1171,65,62,1174.45

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,66,956 - Absolute Returns: ₹66,956 - CAGR: 5.58%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹62,68,663 - Absolute Returns: ₹26,68,663 - CAGR: 20.31%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,22,052 - Absolute Returns: ₹34,22,052 - CAGR: 9.45%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,09,91,807 - Absolute Returns: ₹25,91,807 - CAGR: 3.92%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,49,17,312 - Absolute Returns: ₹29,17,312 - CAGR: 2.2%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹1,89,59,979 - Absolute Returns: ₹45,59,979 - CAGR: 2.32%

SIP return for 15 year

- Total Invested Amount: ₹1,80,00,000 - Final Portfolio Value: ₹3,45,62,117 - Absolute Returns: ₹1,65,62,117 - CAGR: 4.45%