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Kotak Small Cap Fund - Direct Plan - Growth

Equity | Small Cap

(NAV as of 29/02/2024)
253.55 (0.25)

3Y Returns

24.81%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.44%

Fund Size

14082 Cr

Inception Date

01-Jan-13

Fund Manager

Harish Bihani

Exit Load

Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

95.21%

Debt & Others

4.79%

Market Cap Allocation

Large Cap

4.11%

Mid Cap

18.41%

Small Cap

72.69%

Other Cap

4.79%

Sector Allocation

Consumer Durables

18.17%

Industrial Products

12.35%

Automobiles

10.58%

Pharmaceuticals

5.95%

Internet and Technology

5.76%

Top Ten Holdings

Triparty Repo

5.35%

Cyient Ltd

4.11%

Century Plyboards (India) Ltd

3.45%

Ratnamani Metals & Tubes Ltd

3.12%

Carborundum Universal Ltd

3.12%

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.

Fund House Detail

AMC Name

Kotak Mahindra Asset Management Company Limited

Address

27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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