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for top ranked funds in
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.
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.
Low
Moderately Low
Moderate
Moderately High
High
Moderately High risk
2.15%
Expense Ratio
24th Feb, 2005
Launched (15y ago)
₹
1,667
AUM in Crores
INF174K01211
ISIN
No Lock-in
Lock-in
IISL NIFTY Smallcap 100 TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Pankaj Tibrewal
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Kotak Mahindra Asset Management Co Ltd manages assets worth ₹ 187,593 crores. It's current offering of mutual fund schemes includes 34 equity, 162 debt and 26 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
How to invest in best mutual funds?
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Create your account
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Make instant payment or setup your investment for a later date
Track your investments
Mutual fund companies allot you units and send confirmation via email & SMS. The same gets updated in your Scripbox Account
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
All week call assistance
Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews rebalances
We review your investments and make course corrections every year to
make the best out of your investments
About Kotak Small Cap fund (Growth)
About Kotak Small Cap fund (Growth)
Kotak Small Cap fund (Growth) is a Small Cap Equity fund and has delivered an annualised return of 13.92% over a period of 15 years.
The fund was previously known as Kotak Midcap Reg Gr.
The fund is managed by Kotak Mahindra Asset Management Co Ltd.
The fund manager’s name is Pankaj Tibrewal.
Kotak Small Cap fund (Growth) 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.
However, there is no assurance that the objective of the scheme will be realized.
Kotak Small Cap fund (Growth) NAV, AUM and Risk
The fund was launched on 2005-02-24. The NAV of the fund as of 2020-09-25 is ₹ 77.84. The total AUM of the fund as of 2020-09-25 is ₹ 1,667 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.15 % as expense ratio.
Kotak Small Cap fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 98.46% in this asset class.
The top three holdings of the fund are century plyboards (india) ltd, jk cement ltd and sheela foam ltd.
Kotak Small Cap fund (Growth) SIP
The minimum SIP(Systematic Investment Plan) amount for this 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.
Kotak Small Cap fund (Growth) Investment volatility and Horizon
This fund 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 100 TR INR.
