Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.49 | 53.71 | 2.39 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 51.05 | 2.23 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty Smallcap 250 - TRI |
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
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Kotak Small Cap Fund(IDCW-Payout) | 42.91% | 24.17% | 18.73% |
Nippon India Small Cap Fund(IDCW) | 39.43% | 25.43% | 22.66% |
HDFC Small Cap Fund(IDCW-Reinv) | 29.70% | 19.45% | 14.70% |
SBI Small Cap Fund(IDCW-Payout) | 39.61% | 25.82% | 22.94% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Others
Holdings
3.47 %
Holdings
3.19 %
Holdings
3.10 %
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
71
Total AUM
₹ 4,48,426.23 Cr.
Harish Bihani
AUM: ₹22,040.20 Cr.
|
Exp: 10yrs
MBA (Finance)
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)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
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Returns
Fund has been able to generate better returns compared to other funds in the same category