Kotak Small Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Small Cap Growth Direct Plan

NAV
₹275.9470
-0.02%
(3 Apr)
AUM
14,407 Cr
TER
0.58%
Risk
Very High Risk
Rating
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Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
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Compare with other fund
1Y
+17.1%
+12.4%
+9.1%
+6.2%
+4.8%
-2.5%
3Y
+26.2%
+22.4%
+25.3%
+14.1%
+17.3%
+21.3%
5Y
+39.2%
+37.7%
+35.0%
+37.8%
+36.8%
+52.3%
ALL
+34.3%
+24.4%
+22.5%
+19.7%
+16.3%
+17.7%
VOL
17.5%
18.4%
20.7%
15.4%
-
15.4%
TER
0.5%
0.4%
0.6%
0.6%
-
0.7%
AUM
₹8,475 Cr
₹5,312 Cr
₹2,011 Cr
₹14,407 Cr
-
₹22,832 Cr
INFO
1.96
1.33
1.09
1.28
-
1.16
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Blue Star Ltd
3.4%
Century Plyboards (India) Ltd
3.3%
Aster DM Healthcare Ltd Ordinary Shares
3.3%
Cyient Ltd
3.1%
Vijaya Diagnostic Centre Ltd
3.1%
Krishna Institute of Medical Sciences Ltd
3.1%
Brigade Enterprises Ltd
2.7%
Techno Electric & Engineering Co Ltd
2.5%
Garware Technical Fibres Ltd
2.4%
Amber Enterprises India Ltd Ordinary Shares
2.4%
Top industry exposure
Industrials
30.5%
Consumer Cyclical
21.6%
Healthcare
19.2%
Basic Materials
14.3%
Real Estate
4.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
23%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Harish Bihani

FAQs