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Kotak Small Cap Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.49 | 50.99 | 1.61 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.24 | 53.15 | 1.48 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty Smallcap 250 - TRI |
About Small Cap Fund
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Peers & Comparison
EquitySmall Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Small Cap Fund | 30.89% | 21.19% | 21.73% |
| Nippon India Small Cap Fund | 32.12% | 30.39% | 27.16% |
| HDFC Small Cap Fund | 24.91% | 26.01% | 21.09% |
| SBI Small Cap Fund | 29.74% | 22.31% | 26.02% |
Price Comparison
Compare Kotak Small Cap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Cyient Ltd3M change : -0.24 %
Holdings
3.32 %
-0.24 % - Techno Electric & Engineering Company Ltd3M change : -0.34 %
Holdings
2.96 %
-0.34 % - Vijaya Diagnostic Centre Ltd3M change : 0.67 %
Holdings
2.94 %
0.67 %
AMC Profile
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,74,047.59 Cr.
Fund Manager Profile
Harish Bihani
AUM: ₹23,101.36 Cr.
|
Exp: 10yrs
Qualification
MBA (Finance)
Past Experience
Mr. Harish Bihani has joined the AMC as the Fund Manager - Equity in the Investments Department of the AMC. Mr. Harish Bihani has an overall experience of above 10 years.
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Kotak Small Cap Fund
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2 years ago•Kotak Mutual Fund
Top 3 Best Small Cap Fund For 2022 | Best Fund For High Return In FY 2022 !
2 years ago•Banking Mastery
AXIS SMALL CAP FUND VS KOTAK SMALL CAP FUND VS NIPPON INDIA SMALL CAP FUND VS SBI SMALL CAP FUND
3 years ago•Banking Mastery
21 Top Performing Mutual Fund From All Categories 2021 | Best High Return Fund 2021
3 years ago•Banking Mastery
How to spot winners early? Mr. Pankaj Tibrewal' s take on Kotak Small Cap Fund.
3 years ago•Kotak Mutual Fund
Best Mutual Funds For 2021 | Large-Cap fund | Mid Cap Fund | Small Cap Fund | Multicap Fund | ELSS
3 years ago•Fund Guruji
Top 3 Best Small Cap Fund For 2021 | High Return & Low Risk Small Cap Funds !
3 years ago•Banking Mastery
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%