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

Kotak Small Cap Growth Direct Plan

NAV
₹255.4190
-1.73%
(28 Feb)
AUM
16,450 Cr
TER
0.57%
Risk
Very High Risk
Rating
Insights
Top searched fund this month
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
+9.7%
+5.8%
+1.8%
+0.7%
-2.2%
-8.4%
3Y
+25.2%
+21.9%
+22.4%
+13.3%
+16.3%
+21.7%
5Y
+33.0%
+25.9%
+21.8%
+25.3%
+25.0%
+40.8%
ALL
+32.7%
+23.2%
+20.5%
+19.1%
+15.9%
+17.1%
VOL
17.5%
18.4%
20.7%
15.4%
-
15.3%
TER
0.5%
0.4%
0.4%
0.6%
-
0.7%
AUM
₹9,236 Cr
₹5,905 Cr
₹2,254 Cr
₹16,450 Cr
-
₹25,183 Cr
INFO
1.87
1.26
0.99
1.24
-
1.12
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 31st Jan
Top holdings
Triparty Repo
3.5%
Century Plyboards (India) Ltd
3.2%
Cyient Ltd
3.2%
Vijaya Diagnostic Centre Ltd
3.1%
Aster DM Healthcare Ltd Ordinary Shares
3.0%
Krishna Institute of Medical Sciences Ltd
3.0%
Blue Star Ltd
2.8%
Brigade Enterprises Ltd
2.6%
Amber Enterprises India Ltd Ordinary Shares
2.4%
Techno Electric & Engineering Co Ltd
2.4%
Top industry exposure
Industrials
31.5%
Consumer Cyclical
21.1%
Healthcare
17.4%
Basic Materials
13.8%
Real Estate
4.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
24%
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