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15991
20327
Kotak Small Cap Fund - Direct Growth
19.35
4.78
37.37
1.79
3.69
9.26
-5.22
20.08
7
  • NAV

    294.45

    as on 22 May 2025

  • ₹0.71 (0.24%)

    Last Change

  • 19.35%

    3Y CAGR returns

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.57%

    Expense Ratio
  • Rating

  • 15,867 Cr

    Fund Size

  • 12 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 22 May 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.78%
  • 19.35%
  • 37.37%
  • 20.08
By Holding By Sector By Asset
6.56%
3.74%
3.50%
3.00%
2.92%
80.28%
View all Holdings
  • -1.10Alpha
  • 4.94SD
  • 0.79Beta
  • 0.52Sharpe
  • Exit Load
  • For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
To generate capital appreciation from a diversified portfolio of equity and equity related securities.

Harish Bihani

Low Low to
moderate Moderate Moderately
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High
  • Fund Name
View all schemes
20327
  • Fund Name
  • Address :
  • 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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Small Cap

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FAQs

You can invest in Kotak Small Cap Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Kotak Small Cap Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Kotak Small Cap Fund - Direct Growth has delivered 22.51% since inception

The NAV of Kotak Small Cap Fund - Direct Growth is ₹316.066 as of 22 May 2025

The expense ratio of Kotak Small Cap Fund - Direct Growth is % as of 22 May 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Kotak Small Cap Fund - Direct Growth 15282.6 CR as of 22 May 2025

The minimum SIP amount of Kotak Small Cap Fund - Direct Growth is 100

The top stock holdings of Kotak Small Cap Fund - Direct Growth are

  1. TREPS - 6.56%
  2. Aster DM Health. - 3.74%
  3. Krishna Institu. - 3.50%
  4. Vijaya Diagnost. - 3.00%
  5. Century Plyboard - 2.92%

The top sectors Kotak Small Cap Fund - Direct Growth has invested in are

  1. Consumer Durables - 16.25%
  2. Auto Components - 13.87%
  3. Industrial Products - 12.11%
  4. Construction - 7.04%
  5. Pharmaceuticals & Biotech - 5.48%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Kotak Small Cap Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Kotak Small Cap Fund - Direct Growth based on your investment objective and risk tolerance

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