Kotak Capital Protection Oriented Scheme — Rolling Returns & Performance Analysis
Kotak Capital Protection Oriented Scheme (Direct Plan) is an Equity Fund from Kotak Mutual Fund — a fund that invests primarily in stocks for long-term growth. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 139362).
Most sites show Kotak Capital Protection Oriented Scheme's return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests Kotak Capital Protection Oriented Scheme across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge an equity fund.
Kotak Capital Protection Oriented Scheme rolling returns explained
Each point on the chart is Kotak Capital Protection Oriented Scheme's annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of Kotak Capital Protection Oriented Scheme?
Rolling returns for Kotak Capital Protection Oriented Scheme measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is Kotak Capital Protection Oriented Scheme a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean Kotak Capital Protection Oriented Scheme delivered more reliably regardless of when you invested.
What is the 5-year return of Kotak Capital Protection Oriented Scheme?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns Kotak Capital Protection Oriented Scheme has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is Kotak Capital Protection Oriented Scheme's performance calculated?
Returns are computed from Kotak Capital Protection Oriented Scheme's official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.