Kotak Focused Equity Fund Direct Growth

Scheme code: INF174KA1EN7 NAV value: ₹ 25.9870 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Focused Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 13.79 48.38 33.71 36.63
3 year 12.83 22.36 18.41 19.25
5 year 18.61 23.96 21.30 19.85

Rolling return for 1 year

Average return: 33.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
33.76 29.32 39.66 23.85 5.81 31.65 11-2023 11-2024
38.47 41.9 48.38 32.43 5.77 40.3 10-2023 10-2024
38.17 42.02 45.94 34.46 4.28 40.15 09-2023 09-2024
36.24 40.63 42.89 34.09 3.48 38.46 08-2023 08-2024
39.04 39.77 44.39 34.59 3.47 39.45 07-2023 07-2024
29.23 39.05 44.75 24.15 8.07 34.3 06-2023 06-2024
32.64 35.45 40.13 28.21 4.33 34.11 05-2023 05-2024
34.81 36.26 40.29 30.94 3.35 35.57 04-2023 04-2024
34.58 32.73 38.91 28.59 3.71 33.7 03-2023 03-2024
29.31 29.59 33.82 25.22 3.04 29.48 02-2023 02-2024
27.52 26.58 31.14 23.09 2.87 27.08 01-2023 01-2024
19.8 20.66 27.04 13.79 4.7 20.32 12-2022 12-2023

Rolling return for 3 year

Average return: 18.41
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.32 14.47 17 12.83 1.5 14.9 11-2021 11-2024
15.97 16.42 18.68 13.77 1.74 16.21 10-2021 10-2024
18.06 18.73 20.23 16.58 1.31 18.4 09-2021 09-2024
18.57 18.48 20.47 16.61 1.37 18.53 08-2021 08-2024
20.2 20.67 21.72 19.17 0.92 20.44 07-2021 07-2024
17.1 19.89 21.61 15.44 2.39 18.51 06-2021 06-2024
19.56 19.05 21.77 16.89 1.73 19.32 05-2021 05-2024
19.31 19.18 20.91 17.61 1.17 19.25 04-2021 04-2024
18.18 17.02 19.43 15.79 1.35 17.6 03-2021 03-2024
18.85 16.84 20.21 15.51 1.81 17.85 02-2021 02-2024
20.06 19.08 21.19 17.97 1.19 19.58 01-2021 01-2024
19.99 20.56 22.36 18.22 1.48 20.28 12-2020 12-2023

Rolling return for 5 year

Average return: 21.30
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.13 19.64 20.16 18.61 0.58 19.38 11-2019 11-2024
21.09 21.33 22.77 19.67 1.1 21.22 10-2019 10-2024
22.61 22.11 23.96 20.78 1.14 22.36 09-2019 09-2024
21.52 22.06 22.68 20.9 0.66 21.79 08-2019 08-2024
21.31 22.21 22.23 21.29 0.46 21.76 07-2019 07-2024