• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Small Cap fund (Growth)

Formerly Kotak Midcap Reg Gr

Kotak Mutual Fund

Kotak Small Cap fund (Growth)

EquitySmall Cap

Top Ranked

145.656

NAV (Jun 24)

15%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within small cap mutual funds.However, Scripbox does not recommend investing in small cap mutual funds.These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Track Record

17 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

7,193 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

145.656

NAV (Jun 24)

Fund Returns

Last 1Y

5%

Last 3Y

27.6%

Last 5Y

15%

Last 10Y

19.7%

Since Inception

16.7%

6 Month CAGR

-10.8%

Scheme Information

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. There is no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio

1.95

Launched (17y ago)

Feb 24, 2005

AUM in Crores

7192.235

ISIN

INF174K01211

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Pankaj Tibrewal

Fund Manager

Arjun Khanna

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-06-24

Top Stock Holdings

triparty repo

5.9%
5.9%

century plyboards (india) ltd

4.9%
4.9%

sheela foam ltd

4%
4%

carborundum universal ltd

4%
4%

galaxy surfactants ltd

3.3%
3.3%
See all holdings

Allocation by Sector

industrials

31%
31%

consumer cyclical

28.2%
28.2%

basic materials

19.2%
19.2%

financial services

4.9%
4.9%

technology

3.6%
3.6%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 288,952 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    13.5%

    6.6%

    13.5%

    6.6%

    13.5%

    6.6%

    4.8%

    7.3%

    -

    19.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak Small Cap fund (G) Review

    Kotak Small Cap fund (G) is a Small Cap Equity fund and has delivered an annualised return of 16.7% over a period of 17 years. The fund was previously known as Kotak Midcap Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Arjun Khanna, Pankaj Tibrewal.

    Nav of Kotak Small Cap fund (G) as of 6/24/2022 is ₹145.66 with the total AUM as of 6/27/2022 is ₹7192.235. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Small Cap fund (G) was launched on Feb 24, 2005. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Kotak Small Cap fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Kotak Small Cap fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Smallcap 250 TR INR.

    Kotak Small Cap fund (G) is rated as a 4 fund in Equity and delivered 5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Small Cap fund (G).

    Frequently Asked Questions

    What is Kotak Small Cap fund (G)?

    Kotak Small Cap fund (G) is a Small Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Kotak Small Cap fund (G)?

    You can invest in Kotak Small Cap fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Kotak Small Cap fund (G)?

    The minimum sip amount for Kotak Small Cap fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Kotak Small Cap fund (G) good to invest in?

    As per Scripbox experts, Kotak Small Cap fund (G) is a Top Ranked fund. You can investKotak Small Cap fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Kotak Small Cap fund (G)?

    The expense ratio of the Kotak Small Cap fund (G) is 1.95% for regular plan.