35
Small CapAvoid
Kotak Small Cap Gr Dir
Kotak · Direct–Growth · rank #26 of 36 by Smart Score
Trailing returns
1 Year
0.2%
+0.1% vs index
3 Years
14.0%
-3.9% vs index
5 Years
14.2%
-0.7% vs index
Since launch
18.9%
Year-by-year performance
2021
+73.5%+12.2% vs index
2022
-1.7%+1.7% vs index
2023
+36.5%-11.8% vs index
2024
+27.0%+0.5% vs index
2025
-8.1%-2.4% vs index
2026
+8.2%+0.2% vs index
Why this score
Kotak Small Cap Gr Dir scores 35/100 — #26 of 36 Small Cap fund (Avoid). It stands out for volatility and expense ratio — beating 85% of peers on volatility. The main drag is its 5y return (better than only 7% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
5Y return14.24% · 7th percentile in category
3Y return13.98% · 19th percentile in category
Volatility15.30 · 85th percentile in category
Expense ratio0.65% · 89th percentile in category
Sharpe ratio0.49 · 27th percentile in category
Alpha-3.26 · 16th percentile in category