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Would Have Become--
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Invested Value--
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Total Gain--
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Returns-- per annum
| ₹500 | ₹500 | 0.59 % | 4★ | ₹8,617 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹500 | 0.59 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 4★ | ₹8,617 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
Kotak Mahindra Asset Management Company Limited is an Indian financial services company that provides banking, financial advisory, and investment banking services. In 2007, Kotak Mahindra Finance Ltd. and Kotak Mahindra Capital Company Ltd. merged to create Kotak Mahindra Finance Ltd.
Kotak Mahindra Mutual Funds has been running funds since 1994, and Kotak Small Cap Fund is one of the funds they offer towards investment in small-cap stocks. The manager of Kotak Small Cap Fund is Pankaj Tibrewal.
Pros & Cons
| Pros | Cons |
|---|---|
|
The fund strongly focuses on quality companies with sound management, strong fundamentals and growth potential. |
The fund has an expense ratio that is higher than the average. |
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The fund has a diversified portfolio of small-cap stocks, which helps to mitigate risk. |
The fund has a below-average performance, with an annualised return of only 9.3% over the past five years. |
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The fund has a good track record, outperforming its benchmark over the last three and five years. |
The fund has a high turnover rate of 100%, which means that the portfolio is constantly being churned and may not be well-diversified. |
How to Invest in Kotak Small Cap Fund?
Investors should carefully research the fund before investing and should be aware of the risks involved. They should monitor their investment closely, as small-cap stocks can be volatile. Once done with research, investors need to complete all the KYC formalities with 5Paisa.
What is the Expense Ratio of Kotak Small Cap Fund?
The expense ratio, represented as a percentage of a mutual fund’s net assets, is the cost of investing in the fund. According to current regulations, the TER for the first 500 crores is 2.25%; for the next 250 crores, it is 2%; for the following 1250 crores, it is 1.75%; for the next 3000 crores, it is 1.60%; and for any remaining assets over 5000 crores, it is 1.5%.
Who Should Invest in Kotak Small Cap Fund?
The fund invests in stocks of small-cap companies that are worth less than $2B in market capitalisation. So, those willing to take risks to maximise their portfolio might consider investing in small-cap mutual funds. These mutual funds can offer high returns even when the market is bearish.
The fund invests 96.68% in domestic equities, of which 2.21% are in Large Cap stocks and 15.94% in Mid Cap stocks. 64.04% are in Small Cap stocks.
Investors looking to invest for a minimum of 3-4 years and seeking very high returns should consider this, and investors looking to invest for a long time should be prepared for higher losses.
What are the Benefits of Investing in Kotak Small Cap Fund?
Investing in small-cap stocks can be risky, but it can also be rewarding. The key to successful investing in small-cap stocks is choosing companies with good management, sound financials, and good growth prospects.
There are many benefits of investing in Kotak Small Cap Fund:
- It is a great way to diversify your portfolio.
- It has the potential to provide you with high returns.
- It exposes you to small-cap companies, which investors often overlook.
Furthermore, it is a well-managed fund with a good track record and is quite liquid, so you can easily withdraw your money when needed.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | -0.7% | 43.1% | 17.0% | 19.0% | ||||
| Category Average | -4.2% | 44.7% | 8.4% | - |
Scheme Allocation
Fund House Details
Kotak Small Cap Fund
Exit Load
| 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. |
|---|
Advance Ratio
| -0 | 0.77 | 0.55 | 0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
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Equity | Sectoral / Thematic Mutual Funds | 4
23.2%39.7%13.9%1Y3Y5Y -
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Peer Comparison
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Equity | Small Cap Mutual Funds | 2
10.5%38.8%11.2%1Y3Y5Y -
AMC Contact Details
Frequently Asked Questions
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Small Cap Fund in the search box.
- 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"
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