Kotak US Equity Fund Direct Growth

Scheme code: INF178L01CL5 NAV value: ₹ 20.1310 NAV date: 25 February, 2020 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Overseas

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-6.05	33.98	11.89	11.33	11.06
3 year	6.11	18.31	11.39	11.62	8.98
5 year	7.40	12.47	10.77	10.85	8.53

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	11.33
3 year	6.28	30.95	15.04	11.62
5 year	8.38	26.02	14.22	10.85
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	11.33
3 year	6.56	19.64	13.57	11.62
5 year	9.22	12.29	10.75	10.85

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	11.33
3 year	7.68	21.49	15.06	11.62
5 year	10.37	13.5	11.93	10.85

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	11.33
3 year	8.04	32.03	17.81	11.62
5 year	8.18	28.64	15.34	10.85
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,63,288 - Absolute Returns: ₹63,288 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,65,282 - Absolute Returns: ₹6,65,282 - CAGR: %

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹78,64,966 - Absolute Returns: ₹18,64,966 - CAGR: %

Max Drawdown

-22.42 %

Drawdown Duration

3 months

Recovery Time

11 months

Avg Drawdown

-2.79 %

1 Y

0.5054

3 Y

0.5183

5 Y

0.484

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	10.66	-0.02	17.1	-2.5	17.12 %	8.73 %
3 years	6.72	0.03	15.7	-2.7	13.33 %	9.96 %
5 years	4.50	0.04	18.2	-0.7	11.11 %	9.66 %
7 years	1.31	0.04	18.2	-0.7	7.82 %	6.81 %
10 years	-1.03	0.04	18.2	-0.7	5.41 %	4.72 %
12 years	-1.92	0.04	18.2	-0.7	4.49 %	3.92 %
15 years	-2.81	0.04	18.2	-0.7	3.57 %	3.12 %