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Kotak Small Cap Fund Direct growth
Equity • Small Cap • Direct growth
Top rated fund from 185 Small-Cap
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Small Cap
Direct growth
Launched On
01 Jan 2013
12.1 years ago
Lock-in Period
No lock-in
NAV
as of 10 Feb 2025
₹289.26
-1.9558% (-5.70)
AUM
₹17,778 Cr
Expense ratio
0.51%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Market capital
Equity96.28%
Cash3.72%
What's in this fund?
Sectors
Holdings
Industrials
Consumer Cyclical
Healthcare
Basic Materials
Real Estate
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,18,620 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Harish Bihani
Experience: 1.30 yrs • Total AUM: 1,39,102 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
19.88%
Expense ratio
0.71%
Returns vs category
Risk vs category
Axis Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
18.18%
Expense ratio
0.55%
Returns vs category
Risk vs category
ICICI Prudential Smallcap Fund
Equity • Small Cap • Direct Growth3Y CAGR
17.54%
Expense ratio
0.76%
Returns vs category
Risk vs category
SBI Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
16.40%
Expense ratio
0.68%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.