Kotak Equity Opportunities Fund Direct Growth

Scheme code: INF174K01LF9 NAV value: ₹ 379.3220 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 20.15 54.31 40.20 40.82
3 year 18.44 26.68 22.73 21.77
5 year 18.83 27.50 22.85 21.84
7 year 16.64 19.77 18.08 16.84

Rolling return for 1 year

Average return: 40.20
Min Max Min-Max Max-Min Standard Deviation Mean From To
37.81 35.3 44.5 29.04 5.54 36.66 11-2023 11-2024
42.16 44.04 51.9 34.8 6.08 43.22 10-2023 10-2024
41.86 43.88 48 37.92 3.63 42.92 09-2023 09-2024
41.41 44.2 48.1 37.68 3.81 42.85 08-2023 08-2024
46.69 45.32 52.4 39.88 4.45 46.07 07-2023 07-2024
39.51 47.83 54.31 33.66 7.87 43.83 06-2023 06-2024
42.21 47.47 53.07 37.01 5.98 44.94 05-2023 05-2024
44.13 46.16 51.61 38.96 4.53 45.22 04-2023 04-2024
40.13 39.59 45.95 34.03 4.22 39.92 03-2023 03-2024
35.95 37.33 41.43 32.02 3.36 36.68 02-2023 02-2024
33.77 32.12 37.42 28.61 3.17 32.98 01-2023 01-2024
27.21 26.81 34.26 20.15 4.99 27.11 12-2022 12-2023

Rolling return for 3 year

Average return: 22.73
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.99 20.32 22.92 18.44 1.6 20.67 11-2021 11-2024
20.97 21.95 23.68 19.28 1.59 21.47 10-2021 10-2024
22.59 22.82 24.33 21.1 1.14 22.71 09-2021 09-2024
22.8 22.91 24.71 21.03 1.3 22.86 08-2021 08-2024
24.42 24.72 26.02 23.15 1.02 24.58 07-2021 07-2024
22.13 24.57 26.3 20.45 2.24 23.36 06-2021 06-2024
23.61 24.32 26.68 21.3 1.92 23.98 05-2021 05-2024
23.11 23.7 25.21 21.63 1.28 23.41 04-2021 04-2024
21.8 21.22 23.47 19.59 1.39 21.52 03-2021 03-2024
22.87 21.6 24.5 20.01 1.65 22.24 02-2021 02-2024
22.99 21.82 24.1 20.73 1.26 22.41 01-2021 01-2024
23.79 23.22 26.03 21.03 1.78 23.52 12-2020 12-2023

Rolling return for 5 year

Average return: 22.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.7 23.13 23.87 21.96 0.69 22.92 11-2019 11-2024
24.99 24.92 26.66 23.27 1.2 24.96 10-2019 10-2024
26.42 25.52 27.5 24.47 1.12 25.98 09-2019 09-2024
25.54 25.96 26.71 24.8 0.69 25.75 08-2019 08-2024
25.31 24.63 26.27 23.68 0.95 24.97 07-2019 07-2024
21.83 23.26 24.32 20.8 1.34 22.55 06-2019 06-2024
22.52 22.43 24.34 20.64 1.31 22.48 05-2019 05-2024
20.9 21.7 22.13 20.48 0.65 21.3 04-2019 04-2024
21.13 20.28 22.12 19.31 1.04 20.71 03-2019 03-2024
21.66 21.73 22.62 20.77 0.65 21.7 02-2019 02-2024
20.85 20.65 21.5 20 0.54 20.75 01-2019 01-2024
20.05 20.12 21.36 18.83 0.89 20.09 12-2018 12-2023

Rolling return for 7 year

Average return: 18.08
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.35 17.69 18.15 16.89 0.46 17.52 11-2017 11-2024
18.24 18.57 19.36 17.46 0.68 18.41 10-2017 10-2024
19.05 18.91 19.77 18.19 0.56 18.98 09-2017 09-2024
18.48 18.58 19.27 17.8 0.52 18.53 08-2017 08-2024
18.81 18.73 19.46 18.08 0.49 18.77 07-2017 07-2024
17.52 18.78 19.23 17.09 0.88 18.16 06-2017 06-2024
17.56 18.12 18.8 16.88 0.71 17.84 05-2017 05-2024
17.4 17.55 18.25 16.7 0.55 17.48 04-2017 04-2024
17.44 17.32 18.12 16.64 0.52 17.38 03-2017 03-2024
17.51 17.74 18.17 17.08 0.39 17.62 02-2017 02-2024
18.29 17.68 18.74 17.23 0.58 17.98 01-2017 01-2024
18.28 18.26 19.2 17.35 0.65 18.27 12-2016 12-2023