Equity | Small Cap
3Y Returns
24.43%
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.
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%
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
Scheme Document
https://www.kotakmf.com/Information/forms-and-downloadsAddress
27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051
Kotak Small Cap Fund - Direct Plan - Growth
1Y
39.23%
3Y
24.43%
5Y
29.73%
Quant Small Cap Fund Direct Plan - Growth
1Y
62.34%
3Y
34.46%
5Y
41.72%
Nippon India Small Cap Fund Direct Plan Growth Plan Growth
1Y
52.76%
3Y
34.2%
5Y
32.53%
Franklin India Smaller Companies Fund - Direct Growth
1Y
52.69%
3Y
32.27%
5Y
26.08%
Tata Small Cap Fund Direct Plan Growth
1Y
42.02%
3Y
30.97%
5Y
30.31%
Bandhan Emerging Businesses Fund Direct Plan-Growth
1Y
69.31%
3Y
30.62%
5Y
NA
Invesco India Small Cap Fund - Direct Growth
1Y
51.41%
3Y
30.41%
5Y
29.49%
Hdfc Small Cap Fund - Direct Plan - Growth Option
1Y
40.97%
3Y
29.6%
5Y
25.27%
Icici Prudential Smallcap Fund - Direct Plan - Growth
1Y
40.66%
3Y
28.82%
5Y
28.33%
Bank Of India Small Cap Fund-Direct Plan-Growth
1Y
48.42%
3Y
28.71%
5Y
34.37%
Edelweiss Small Cap Fund - Direct Plan - Growth
1Y
43.17%
3Y
28.34%
5Y
30.93%
Canara Robeco Small Cap Fund Direct Growth
1Y
37.32%
3Y
28.22%
5Y
30.45%
Sundaram Small Cap Fund Direct Growth
1Y
45.13%
3Y
26.9%
5Y
25.16%
Dsp Small Cap Fund - Direct Plan - Growth
1Y
41.61%
3Y
25.68%
5Y
26.69%
Axis Small Cap Fund - Direct Plan Growth
1Y
35.64%
3Y
25.29%
5Y
28.36%
Union Small Cap Fund Direct Plan-Growth
1Y
41.31%
3Y
24.98%
5Y
27.6%
Iti Small Cap Fund Direct Plan Growth
1Y
64.1%
3Y
24.14%
5Y
NA
Uti Small Cap Fund - Direct Growth Plan
1Y
34.11%
3Y
24%
5Y
NA
Sbi Small Cap Fund - Direct Plan - Growth
1Y
35.07%
3Y
23.96%
5Y
27.08%
Aditya Birla Sun Life Small Cap Fund Growth-Direct Plan
1Y
39.9%
3Y
20.3%
5Y
19.58%
Lic Small Cap Fund - Direct Plan - Growth
1Y
11.43%
3Y
17.42%
5Y
19.58%
Hsbc Small Cap Fund Direct Growth
1Y
NA
3Y
13.64%
5Y
16.46%
Hsbc Small Cap Equity Fund - Growth Direct Plan
1Y
NA
3Y
8.7%
5Y
13.44%
Mahindra Manulife Small Cap Fund - Direct - Growth
1Y
66.37%
3Y
NA
5Y
NA
Pgim India Small Cap Fund Direct Plan - Growth
1Y
33.73%
3Y
NA
5Y
NA
Motilal Oswal Small Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Quantum Small Cap Fund - Direct Plan Growth
1Y
NA
3Y
NA
5Y
NA
Baroda Bnp Paribas Small Cap Fund - Direct Plan - Growth Option
1Y
NA
3Y
NA
5Y
NA
Icici Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth
1Y
57.13%
3Y
NA
5Y
NA
BSE Member code: 58371
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