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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 1y26.9%30.0%
Any 2y27.9%30.7%
Any 3y15.0%18.2%
Any 1y33.8%37.1%
Any 2y32.1%35.8%
Any 3y14.0%
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