KOTAKEQUITYA.BO - Kotak Equity Arbitrage Reg Div

YHD - YHD Delayed Price. Currency in INR

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return2.02%
5-Year Average Return8.25%
Number of Years Up10
Number of Years DownN/A
Best 1 Yr Total Return (Apr 29, 2016)9.58%
Worst 1 Yr Total Return (Apr 29, 2016)5.12%
Best 3-Yr Total Return9.58%
Worst 3-Yr Total Return6.31%

Trailing Returns (%) Vs. Benchmarks

ReturnKOTAKEQUITYA.BOCategory
YTD2.02%1.32%
1-Month0.36%0.53%
3-Month1.57%1.32%
1-Year6.71%6.58%
3-Year7.85%7.19%
5-Year8.25%7.72%
10-Year7.67%7.43%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
KOTAKEQUITYA.BOCategory
2016
N/AN/A
2015
6.72%7.46%
2014
8.99%8.02%
2013
9.18%8.85%
2012
9.58%8.81%
2011
7.50%6.96%
2010
6.31%5.57%
2009
5.12%4.28%
2008
8.31%5.14%
2007
8.70%8.93%
2006
6.62%7.20%
2005
N/A6.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20161.65%N/AN/AN/A
20151.55%1.96%1.55%1.51%
20142.42%2.30%2.13%1.86%
20132.28%2.17%1.93%2.50%
20122.39%2.68%2.14%2.05%
20111.87%1.96%1.87%1.61%
20100.95%1.18%1.69%2.34%
20091.68%1.47%0.97%0.92%
20082.82%1.45%1.75%2.04%
20072.43%2.06%2.10%1.84%
20061.40%2.19%1.25%1.62%
20051.47%N/AN/AN/A

Rank In Category (By Total Return)

YTD56
1-Month87
3-Month56
1-Year52
3-Year62
5-Year39

Load Adjusted Returns

1-Year6.71%
3-Year7.85%
5-Year8.25%
10-Year7.67%