Future Value: ₹1,16,16,954 at 12% for 10 years. Wealth gained: ₹56,16,954.
| Year | Invested | Returns | Total Value |
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A monthly SIP of ₹50,000 in Kotak MF Index funds at 12% for 10 years grows to ₹1,16,16,954. Total amount invested: ₹60,00,000, wealth gained: ₹56,16,954. Popular schemes: Kotak Nifty 50 Index Fund, Kotak Nifty Next 50 Index Fund.
At 12% expected return for 10 years, ₹50,000/month SIP in Kotak MF Index funds grows to approximately ₹1,16,16,954. Total invested: ₹60,00,000, Wealth gained: ₹56,16,954.
Kotak MF Index funds offer expected returns of 10 - 15% p.a. with high risk. Popular schemes include Kotak Nifty 50 Index Fund, Kotak Nifty Next 50 Index Fund. Compare with other fund houses on this page.
Kotak MF Index funds have an expense ratio of 0.07 - 0.15%. Lower expense ratios mean more of your returns stay with you. Exit load: Nil.
Yes, most Kotak MF fund schemes allow you to increase (top-up) your SIP amount. You can also start an additional SIP in the same or different scheme. Consider step-up SIP for automatic annual increases.
For equity-oriented funds, staying invested for 7-10+ years is recommended to benefit from compounding and average out market volatility.