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Kotak Small Cap Fund Direct-Growth Return Analysis

Past rolling returns
Idea

SIP : This return analysis has always returned more than 8% p.a. for a holding period of 5yrs or more

PeriodFund MedianCategory Avg Median
Any 1y20.4%15.96%
Any 3y22.95%20.38%
Any 5y24.32%18.89%
Any 7y23.31%16.3%
Any 10y21.9%15.17%
Any 1y18.82%13.4%
Any 3y21.7%17.4%
Any 5y21.51%14.49%
Any 7y20.14%14.17%
Any 10y21.47%12.89%
Info

Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.

Periodic returns
Best performance quarter
Worst performance quarter