Kotak Mahindra Asset Management Company Limited

Kotak-Small Cap Fund - Growth

EquitySmall Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return7.2%
  • 3 yr return35.9%
  • 5 yr return17%
  • Expense Ratio1.96%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees7079.7
  • NAVRupees161.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Generate Capital Appreciation From A Diversified Portfolio Of Equity And Equity Related Securities By Investing Predominantly In Small Cap Companies.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Top Holdings

  • Companies %
  • Triparty Repo 7.6
  • Century Plyboards (India) Ltd. 4.5
  • Carborundum Universal Ltd. 4.1
  • Sheela Foam Ltd 3.6
  • Galaxy Surfactants Ltd 3.4
  • Ratnamani Metals & Tubes Ltd. 3.2
  • Blue Dart Express Ltd 2.9
  • Blue Star Ltd. 2.5
  • Supreme Industries Limited 2.4
  • V-Guard Industries Ltd. 2.4
  • Cyient Ltd. 2.4
  • Sectors %
  • Consumer Durables26.6
  • Industrial Products12.5
  • Chemicals8.1
  • Cash/Deposits/Margins/Treps/Repo/Swaps7.1
  • Automobiles6.1

Fund House