What is the 5-year rolling return of Kotak Pioneer Fund?

Across 488 overlapping 5-year holding periods between 6 November 2019 and 15 October 2026, the Direct plan of Kotak Pioneer Fund returned an average of 22.29% a year, with a median of 23.50%. The best 5-year stretch returned 34.26% a year and the worst returned 13.40%.

Has Kotak Pioneer Fund ever lost money over 5 years?

No. Every one of the 488 5-year holding periods in this fund's history ended in profit. The weakest returned 13.40% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Kotak Pioneer Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 22.29% a year on the Direct plan against 20.43% on the Regular plan, a difference of 1.86% a year.

What is the 1-year rolling return of Kotak Pioneer Fund?

Across 1,470 overlapping 1-year holding periods between 6 November 2019 and 15 October 2026, the Direct plan of Kotak Pioneer Fund returned an average of 26.28% a year, with a median of 18.25%. The best 1-year stretch returned 129.46% a year and the worst returned -11.07%.

What is the 3-year rolling return of Kotak Pioneer Fund?

Across 980 overlapping 3-year holding periods between 6 November 2019 and 15 October 2026, the Direct plan of Kotak Pioneer Fund returned an average of 22.56% a year, with a median of 21.97%. The best 3-year stretch returned 38.42% a year and the worst returned 14.24%.

Kotak Mahindra Mutual Fund

Kotak Pioneer Fund — rolling returns

Opportunities & Special Situations · NAV data as of 15 October 2026

1,710 daily NAV records since 6 November 2019

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 488 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Index or category average

Direct plan · showing data from 6 November 2019 to 15 October 2026

Average rolling return

22.29%

Windows computed

488

Median return

23.50%

Standard deviation

5.08%

Best 5-year window

34.26%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

13.40%a year

Invested 18 Oct 2021 · exited 15 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (488 of 488)
Above 8%: 100.0% (488 of 488)
Above 12%: 100.0% (488 of 488)
Above 15%: 97.1% (474 of 488)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 99 of 488 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Kotak Pioneer Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	26.28%	22.56%	22.29%	—	—
Median	18.25%	21.97%	23.50%	—	—
Minimum	-11.07%	14.24%	13.40%	—	—
Maximum	129.46%	38.42%	34.26%	—	—
Std deviation	24.62%	3.61%	5.08%	—	—
Consistency
Above 0%	90.41%	100.00%	100.00%	—	—
Above 8%	76.19%	100.00%	100.00%	—	—
Above 12%	61.97%	100.00%	100.00%	—	—
Above 15%	55.51%	99.49%	97.13%	—	—
Coverage
Windows computed	1,470	980	488	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.86% a year more than Regular.

5-year rolling returns for Kotak Pioneer Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	22.29%	20.43%
Best window	34.26%from 23 Mar 2020	32.16%from 23 Mar 2020
Worst window	13.40%from 18 Oct 2021	11.77%from 18 Oct 2021
Windows computed	488	488

Common questions about Kotak Pioneer Fund

What is the 5-year rolling return of Kotak Pioneer Fund?: Across 488 overlapping 5-year holding periods between 6 November 2019 and 15 October 2026, the Direct plan of Kotak Pioneer Fund returned an average of 22.29% a year, with a median of 23.50%. The best 5-year stretch returned 34.26% a year and the worst returned 13.40%.
Has Kotak Pioneer Fund ever lost money over 5 years?: No. Every one of the 488 5-year holding periods in this fund's history ended in profit. The weakest returned 13.40% a year, for someone who invested on 18 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Kotak Pioneer Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 22.29% a year on the Direct plan against 20.43% on the Regular plan, a difference of 1.86% a year.
What is the 1-year rolling return of Kotak Pioneer Fund?: Across 1,470 overlapping 1-year holding periods between 6 November 2019 and 15 October 2026, the Direct plan of Kotak Pioneer Fund returned an average of 26.28% a year, with a median of 18.25%. The best 1-year stretch returned 129.46% a year and the worst returned -11.07%.
What is the 3-year rolling return of Kotak Pioneer Fund?: Across 980 overlapping 3-year holding periods between 6 November 2019 and 15 October 2026, the Direct plan of Kotak Pioneer Fund returned an average of 22.56% a year, with a median of 21.97%. The best 3-year stretch returned 38.42% a year and the worst returned 14.24%.

Compare with other funds

Other Opportunities & Special Situations funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.