Kotak Small Cap Direct Growth
Min amount: ₹1,000
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Risk||Moderately High risk|
|Exit Load||1% for 365 Days|
More about this fund
|Century Plyboards (India) Ltd||4.63%|
|Sheela Foam Ltd||4.3%|
|Supreme Industries Ltd||4%|
|Carborundum Universal Ltd||3.47%|
|Persistent Systems Ltd||3.35%|
|Dixon Technologies (India) Ltd||3.21%|
|Hawkins Cookers Ltd||3.12%|
|JK Cement Ltd||3.02%|
|Ratnamani Metals & Tubes Ltd||2.88%|
|APL Apollo Tubes Ltd||2.74%|
About Kotak Small Cap Fund
Kotak Small Cap Fund aims to generate capital appreciation from a portfolio of equity and equity-related securities. The scheme mostly invests in securities of the small cap market capitalisation segment across sectors. The fund believes in ‘spot them young and watch them grow’.
Pros and Cons of Kotak Small Cap Fund
The one-year and three-year returns of Kotak Small Cap Fund have been higher than the category average returns over the past. However, the risk-adjusted returns of the fund is lower than the other funds in the category.
Fund Information and Statistics
i) Inception/Launch Date
Kotak Small Cap Fund was incepted on 24 February 2005.
ii) Risk Level
The fund comes with a moderately high risk profile since the fund invests in equity and equity-related securities of small cap companies.
Though there is no lock-in period applicable, an exit load is charged if you redeem the fund units within one year from the date of allotment.
iv) Fund Manager
Mr Pankaj Tibrewal is the current Fund Manager for Kotak Small Cap Fund.
v) Entry/Exit Load
Entry load is not chargeable when you purchase mutual fund units. However, if you happen to redeem/switch out fund units beyond 10% within a year from the date of allotment, then 1% exit load will be charged. In case you redeem the units after completing a year, no exit load will be charged.
About Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund registered with SEBI on 23 June 1998. The sponsor of the fund house is Kotak Mahindra Bank Limited and the trustee company is Kotak Mahindra Trustee Corporation Limited. As on 30 June 2020, the average assets under management (AAUM) of the fund house is Rs.1,67,324.26 crore.
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Min amount: ₹1,000
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns