PMS · Equity · Mid & Small Cap
Kotak - Small & Midcap Fund
Fund size₹44 Cr
IRRSince inception15.92%
3Y return13.80%
Fund age13 yrs 8 mo
Fund Manager
Growth of₹Cr
Kotak Small & Midcap
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Kotak Small & Midcap | — | −4.14% | 5.36% | 13.80% | 17.73% | 15.92% |
| NIFTY 50 TRI | −12.33% | 11.88% | 10.97% | 14.31% | 14.67% | 13.91% |
| Excess over benchmark | — | −16.02% | −5.61% | −0.51% | 3.06% | 2.01% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2025.
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap7.77%
Mid cap8.43%
Small cap78.00%
Cash & others5.80%
As on 31 Dec 2025
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