Kotak Savings Fund Direct Growth

Scheme code: INF174K01JP2 NAV value: ₹ 44.2610 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Ultra Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.818.447.573.46
3 year4.717.085.535.7
5 year5.808.146.586.19
7 year6.358.577.157.3
10 year6.927.477.227.84
12 year7.347.497.4212.97

Rolling return for 1 year

- Average return: 7.57% - Median return: 7.55% - Average standard deviation: 0.43

Rolling return for 3 year

- Average return: 5.53% - Median return: 5.29% - Average standard deviation: 0.12

Rolling return for 5 year

- Average return: 6.58% - Median return: 6.24% - Average standard deviation: 0.08

Rolling return for 7 year

- Average return: 7.15% - Median return: 6.76% - Average standard deviation: 0.06

Rolling return for 10 year

- Average return: 7.22% - Median return: 7.22% - Average standard deviation: 0.05

Rolling return for 12 year

- Average return: 7.42% - Median return: 7.42% - Average standard deviation: 0.04

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 year12,00,00012,41,31641,3163.45
3 year36,00,00039,13,9683,13,9682.83
5 year60,00,00069,90,3349,90,3343.10
7 year84,00,0001,05,84,67921,84,6793.36
10 year1,20,00,0001,67,29,43247,29,4323.38
12 year1,44,00,0002,19,21,39775,21,3973.56

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,316 - Absolute Returns: ₹41,316 - CAGR: 3.45%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,13,968 - Absolute Returns: ₹3,13,968 - CAGR: 2.83%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,90,334 - Absolute Returns: ₹9,90,334 - CAGR: 3.1%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,05,84,679 - Absolute Returns: ₹21,84,679 - CAGR: 3.36%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,67,29,432 - Absolute Returns: ₹47,29,432 - CAGR: 3.38%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,19,21,397 - Absolute Returns: ₹75,21,397 - CAGR: 3.56%