Kotak US Equity Fund Direct Growth

Scheme code: INF178L01CL5 NAV value: ₹ 20.1310 NAV date: 25 February, 2020

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Overseas

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-6.07	34.58	9.26	17.86
3 year	5.23	18.46	12.30	6.49
5 year	10.68	12.81	11.74	9.19

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	9.26
3 year	6.28	33.32	15.57	12.3
5 year	0.74	26.02	12.91	11.74
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	9.26
3 year	6.56	32.12	15.66	12.3
5 year	1	26.2	12.75	11.74
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	9.26
3 year	7.68	33.37	17	12.3
5 year	0.71	27.63	13.15	11.74
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	9.26
3 year	8.04	34.46	17.98	12.3
5 year	0.69	28.64	13.53	11.74
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: 9.26% - Median return: 7.87% - Average standard deviation: 4.36

- Average return: 12.3% - Median return: 12.24% - Average standard deviation: 1.32

- Average return: 11.74% - Median return: 11.74% - Average standard deviation: 0.77

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	12,62,751	62,751	5.23
3 year	36,00,000	43,22,047	7,22,047	6.28
5 year	60,00,000	83,37,673	23,37,673	6.80

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY 500

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,62,751 - Absolute Returns: ₹62,751 - CAGR: 5.23%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,22,047 - Absolute Returns: ₹7,22,047 - CAGR: 6.28%

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,37,673 - Absolute Returns: ₹23,37,673 - CAGR: 6.8%