Kotak Small Cap Direct Growth - Latest NAV ₹127.718, Returns, Performance & Portfolio

Kotak Small Cap Direct Growth

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    22.11%
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    (--0.78)127.718

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 43.65 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years22.11%
3 Years14.7%
1 Year49.57%
6 Months47.64%
Fund Details
ISININF174K01KT2
RiskModerately High risk
Fund TypeSmall-Cap
NAV127.718
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Century Plyboards (India) Ltd4.63%
Sheela Foam Ltd4.3%
Supreme Industries Ltd4%
Carborundum Universal Ltd3.47%
Persistent Systems Ltd3.35%
Dixon Technologies (India) Ltd3.21%
Hawkins Cookers Ltd3.12%
JK Cement Ltd3.02%
Ratnamani Metals & Tubes Ltd2.88%
APL Apollo Tubes Ltd2.74%

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.

iii) Redemption

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

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 43.65 Lakhs in a period of 20 years
Moderately High risk

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