Kotak Small Cap Fund

Equity | Small Cap Mutual Funds
 | 4
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

Returns and Ranks ( as on 06 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 2.5% 34.5% 17.7% 20.2%
Category Average 5.0% 28.6% 8.8% -

Scheme Allocation

Holding
Sector
Asset
TREPS
5.72%
Carborundum Uni.
4.11%
Century Plyboard
3.9%
Ratnamani Metals
3.45%
Galaxy Surfact.
3.35%
Others
79.47%
Consumer Durables
23.96%
Industrial Products
12.56%
Auto Components
6.89%
Debt
5.72%
Retailing
4.81%
Others
46.06%
Equity
94.35%
Reverse Repos
5.72%
Net Curr Ass/Net Receivables
-0.07%

Fund House Details

Kotak Mahindra Mutual Fund

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

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”.
Invest Now