Kotak Pioneer Fund Direct Growth

Scheme code: INF174KA1EZ1 NAV value: ₹ 30.9920 NAV date: 6 May, 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	15.51	34.08
3 year	6.28	33.32	15.79	22.51
5 year	3.54	26.02	13.5	26.68
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	34.08
3 year	9.08	58.7	29.31	22.51
5 year	3.67	48	18.04	26.68
7 year	3.8	31.03	14.14
10 year	3.8	28.93	12.39
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	34.08
3 year	7.68	33.37	17.09	22.51
5 year	2.35	27.63	13.51	26.68
7 year	3.76	16.01	12.07
10 year	3.56	16.94	10.92
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	34.08
3 year	8.04	34.46	18.26	22.51
5 year	3.37	28.64	14.21	26.68
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- 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%