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At Kotak
Mutual, we build funds on a firm foundation and then
nurture them, giving them the space to grow.
Kotak 30
and Kotak Opportunities are among our top-performing and
long-running funds. And it has been the solid investment
principles that we follow which has helped these funds
deliver over time, helping those who invest with us to
get the most out of their money.
See how
you could have created wealth by investing through a
Systematic Investment Plan (SIP) in Kotak 30 (Dividend
Option) and Kotak Opportunities (Growth Option) as on
31st August 2010. |
| Period |
Investment |
Value
(Rs) |
Returns
(%) |
Value
(Rs) |
Returns
(%) |
| 1
year |
60,000 |
65,519.8 |
17.5 |
64,235.6 |
13.4 |
| 3
year |
1,80,000 |
2,27,813.1 |
15.9 |
2,24,256.2 |
14.8 |
| 5
year |
3,00,000 |
4,37,998.3 |
15.1 |
4,18,155.2 |
13.2 |
| 7
year |
4,20,000 |
9,17,990.9 |
22.0 |
7,79,367.8 |
17.3 |
Since
Inception
(Dec 29, 1998) |
7,00,000 |
32,54,959.0 |
24.3 |
21,00,817.6 |
17.6 | Returns
are assumed re-investment of all payouts during the
period at the then prevailing NAV. |
| |
| Period |
Investment |
Value
(Rs) |
Returns
(%) |
Value
(Rs) |
Returns
(%) |
| 1
year |
60,000 |
68,298.1 |
26.7 |
65,052.7 |
16.0 |
| 3
year |
1,80,000 |
2,46,192.7 |
21.5 |
2,33,948.6 |
17.8 |
| 5
year |
3,00,000 |
4,78,518.6 |
18.7 |
4,26,185.8 |
14.0 |
Since
Inception
(Sep 9, 2004) |
3,55,000 |
6,81,635.2 |
22.0 |
5,69,879.9 |
15.9 | Monthly
SIP amount being Rs. 5,000. Returns <=1 year:
Absolute ; Returns>1 year: Compounded
Annualised
Growth Rate (CAGR).
| Past
performance may or may not be sustained in
future. |
*Indicates
Benchmark of the
Scheme. |
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