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20327
Kotak Small Cap Fund (G)
11.86
6.54
11.68
0.07
-0.23
4.81
21.62
16.62
7
1.74
11.68
Kotak Small Cap Fund (G)
1.85
13.06
1.19
3.5
5 Years

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  • NAV

    276.66

    26 Sep 2026

  • 0.00%

     1 Day

  • 11.86%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.

This fund doubles your investment in 5 years, 3 months & 27 days.

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.7162%

    Expense Ratio

  • 2

     Rating

  • 19,679 Cr

    Fund Size

  • 21 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 26 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 6.54%
  • 11.86%
  • 11.68%
  • 16.62
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
4.29%
4.21%
4.15%
3.25%
2.54%
81.56%
View All

Advance Ratio

  • -2.28Alpha
  • 5.60SD
  • 0.85Beta
  • 0.41Sharpe

Exit Load & Tax Implication

  • 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.

Fund Objective

To generate capital appreciation from a diversified portfolio of equity and equity related securities.

Fund Managers

Harish Bihani

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

AMC Contact Details

  • Address :
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com

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