Kotak Pioneer Fund Direct Growth

Scheme code: INF174KA1EZ1 NAV value: ₹ 29.0260 NAV date: 11 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	4.38	57.67	34.08	29.45
3 year	14.60	39.32	22.51	21.23
5 year	21.77	34.50	26.68	15.79

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	34.08
3 year	6.28	33.32	15.57	22.51
5 year	0.74	26.02	12.91	26.68
7 year	3.33	15.62	11.64
10 year	3.49	17.22	10.65
12 year	3.07	16.17	10.8
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	34.08
3 year	6.56	32.12	15.66	22.51
5 year	1	26.2	12.75	26.68
7 year	3.8	15.42	11.84
10 year	3.8	18	11.09
12 year	3.63	16.86	11.19
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	34.08
3 year	7.68	33.37	17	22.51
5 year	0.71	27.63	13.15	26.68
7 year	3.76	16.01	12.04
10 year	3.56	16.94	10.94
12 year	3.31	16.54	10.99
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	34.08
3 year	8.04	34.46	17.98	22.51
5 year	0.69	28.64	13.53	26.68
7 year	3.97	16.42	12.35
10 year	3.53	17.72	11.24
12 year	3.1	16.97	11.25
15 year	6.68	16.96	11.2

- Average return: 34.08% - Median return: 38.17% - Average standard deviation: 5.28

- Average return: 22.51% - Median return: 21.68% - Average standard deviation: 2.02

- Average return: 26.68% - Median return: 26.27% - Average standard deviation: 1.87

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	13,43,217	1,43,217	11.94
3 year	36,00,000	49,03,264	13,03,264	10.85
5 year	60,00,000	1,06,40,926	46,40,926	12.14

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,43,217 - Absolute Returns: ₹1,43,217 - CAGR: 11.94%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,03,264 - Absolute Returns: ₹13,03,264 - CAGR: 10.85%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,06,40,926 - Absolute Returns: ₹46,40,926 - CAGR: 12.14%