Small cap
Small companies: fastest growth, hardest falls. Grew 18.4% a year (Direct) since 2013.
- Last 5 years
- 10.8%
- Typical 5-year return
- 20.9%
- Worst fall
- −40.6%
- ₹5,000 a month since 2016
- ₹18.2 lakh
average yearly growth
median of every 5-year window
from a high, Mar 2020
from ₹6.5 lakh put in
- Kotak Small Cap (Direct)
- Nifty 50 index fund
One point per week, so a single worst day can sit slightly below the line.
What the Regular plan cost here
Invested in both plans on 2 Jan 2013. The Regular plan grew about 1.5% a year slower over 13.8 years.
₹16.4 lakh
lost to commission, so far
Direct grew to ₹1.03 croreRegular to ₹86.7 lakh