Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹1,000 | ₹5,000 | 0.59 % | 4★ | ₹8,614 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹1,000 | ₹5,000 | 0.59 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 4★ | ₹8,614 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
| To generate capital appreciation from a diversified portfolio of equity and equity related securities. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 2.5% | 34.5% | 17.7% | 20.2% | ||||
| Category Average | 5.0% | 28.6% | 8.8% | - |
Scheme Allocation
Holding
Sector
Asset
TREPS
Carborundum Uni.
Century Plyboard
Ratnamani Metals
Galaxy Surfact.
Others
Fund House Details
Kotak Small Cap Fund
Fund Manager
Pankaj Tibrewal
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 | 0.99 | 0.66 | -0 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
-
Equity | Sectoral / Thematic Mutual Funds | 4
21.0%26.6%12.6%1Y3Y5Y -
-
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
You can invest in Kotak Small Cap Fund in a quick and simple process. Follow the below steps;
- 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"
The Kotak Small Cap Fund has delivered 20.2% since inception
The NAV of Kotak Small Cap Fund is ₹189.2 as of 06 December 2022.
The expense ratio of Kotak Small Cap Fund is 0.59 % as of 06 December 2022.
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”.
