Kotak Nifty SDL April 2032 Top 12 Equal Weight Index Fund Direct Growth

Scheme code: INF174KA1IR9 NAV value: ₹ 12.7805 NAV date: 7 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.8611.839.0019.29
3 year6.957.927.2616.92

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.599
3 year 6.2833.3215.797.26
5 year 3.5426.0213.5
7 year 3.3315.6211.71
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0217.859
3 year 6.5632.1215.897.26
5 year 3.6726.213.34
7 year 3.815.4211.89
10 year 3.81811.04
12 year 3.6316.8611.23
15 year 7.0116.3611.2
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3719.179
3 year 7.6833.3717.297.26
5 year 3.427.6313.8
7 year 3.7616.0112.11
10 year 3.5616.9410.91
12 year 3.3116.5411.04
15 year 6.5616.4210.97
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.789
3 year 8.0434.4618.277.26
5 year 3.3728.6414.21
7 year 3.9716.4212.41
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 9% - Median return: 8.91% - Average standard deviation: 0.74

Rolling return for 3 year

- Average return: 7.26% - Median return: 7.16% - Average standard deviation: 0.22

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 year12,00,00012,51,79451,7944.32
3 year36,00,00040,77,7664,77,7664.24

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.974.32
3 year 7.314.24
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 5.274.32
3 year 7.484.24
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 5.624.32
3 year 8.244.24
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.674.32
3 year 8.724.24

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,51,794 - Absolute Returns: ₹51,794 - CAGR: 4.32%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,77,766 - Absolute Returns: ₹4,77,766 - CAGR: 4.24%