- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Small Cap Fund (G)
Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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.
Scheme Information
The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.
Expense Ratio | 1.68 % |
Launched 20Y ago | 2005-02-24 |
AUM in Crores | 15706.5 |
ISIN | INF174K01211 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 16.7 |
Beta | 0.8 |
Sharpe Ratio | 0.4 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
3.73%Techno Electric & Engineering Company Ltd.
3.47%Cyient Ltd.
3.19%Blue Star Ltd.
3.1%Ratnamani Metals & Tubes Ltd.
2.75%
Allocation by Sector
Healthcare
19.16%Capital Goods
12.13%Consumer Discretionary
12.07%Services
9.93%Materials
8.31%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
Kotak Small Cap Fund (G) Review
Kotak Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 17.12% over 20 years. The fund has grown over a period of 20 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Arjun Khanna, Harish Bihani.
Nav of Kotak Small Cap Fund (G) as of 4/22/2025 is ₹244.15 with the total AUM as of 4/23/2025 is ₹15706.46. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Small Cap Fund (G) was launched on 2005-02-24. The category risk of the fund is Very High.
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 NIFTY Smallcap 250 Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 6.84% 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).