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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 1y24.4%28.8%
Any 2y26.3%29.0%
Any 3y16.4%19.4%
Any 1y30.3%31.7%
Any 2y30.2%34.0%
Any 3y13.2%15.5%
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