Equity | Small Cap
3Y Returns
24.63%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.44%
Fund Size
₹14082 Cr
Inception Date
01-Jan-13
Fund Manager
Harish Bihani
Exit Load
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
95.21%
Debt & Others
4.79%
Market Cap Allocation
Large Cap
4.11%
Mid Cap
18.41%
Small Cap
72.69%
Other Cap
4.79%
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.
Fund House Detail
AMC Name
Kotak Mahindra Asset Management Company Limited
Scheme Document
https://www.kotakmf.com/Information/forms-and-downloadsAddress
27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051
Kotak Small Cap Fund - Direct Plan - Growth
1Y
40%
3Y
24.63%
5Y
30.26%
Quant Small Cap Fund Direct Plan - Growth
1Y
65.06%
3Y
35.14%
5Y
42.73%
Nippon India Small Cap Fund Direct Plan Growth Plan Growth
1Y
55.94%
3Y
34.82%
5Y
33.15%
Franklin India Smaller Companies Fund - Direct Growth
1Y
53.85%
3Y
32.64%
5Y
26.47%
Tata Small Cap Fund Direct Plan Growth
1Y
44.37%
3Y
31.49%
5Y
31%
Bandhan Emerging Businesses Fund Direct Plan-Growth
1Y
71.5%
3Y
30.85%
5Y
NA
Invesco India Small Cap Fund - Direct Growth
1Y
53.25%
3Y
30.78%
5Y
30.03%
Hdfc Small Cap Fund - Direct Plan - Growth Option
1Y
42.13%
3Y
29.91%
5Y
25.59%
Bank Of India Small Cap Fund-Direct Plan-Growth
1Y
49.93%
3Y
29.1%
5Y
34.73%
Icici Prudential Smallcap Fund - Direct Plan - Growth
1Y
42.12%
3Y
29.07%
5Y
28.68%
Edelweiss Small Cap Fund - Direct Plan - Growth
1Y
45.66%
3Y
28.75%
5Y
31.36%
Canara Robeco Small Cap Fund Direct Growth
1Y
39.19%
3Y
28.38%
5Y
30.94%
Sundaram Small Cap Fund Direct Growth
1Y
45.7%
3Y
26.63%
5Y
25.18%
Dsp Small Cap Fund - Direct Plan - Growth
1Y
43.52%
3Y
25.86%
5Y
27.21%
Union Small Cap Fund Direct Plan-Growth
1Y
43.14%
3Y
25.43%
5Y
28.19%
Axis Small Cap Fund - Direct Plan Growth
1Y
36.3%
3Y
25.29%
5Y
28.86%
Iti Small Cap Fund Direct Plan Growth
1Y
65.58%
3Y
24.63%
5Y
NA
Sbi Small Cap Fund - Direct Plan - Growth
1Y
37.51%
3Y
24.53%
5Y
27.6%
Uti Small Cap Fund - Direct Growth Plan
1Y
35.54%
3Y
24.48%
5Y
NA
Aditya Birla Sun Life Small Cap Fund Growth-Direct Plan
1Y
42.62%
3Y
21.2%
5Y
20.13%
Lic Small Cap Fund - Direct Plan - Growth
1Y
9.87%
3Y
16.71%
5Y
19.53%
Hsbc Small Cap Fund Direct Growth
1Y
NA
3Y
12.94%
5Y
16.41%
Hsbc Small Cap Equity Fund - Growth Direct Plan
1Y
NA
3Y
8.31%
5Y
13.33%
Mahindra Manulife Small Cap Fund - Direct - Growth
1Y
69.78%
3Y
NA
5Y
NA
Quantum Small Cap Fund - Direct Plan Growth
1Y
NA
3Y
NA
5Y
NA
Pgim India Small Cap Fund Direct Plan - Growth
1Y
33.85%
3Y
NA
5Y
NA
Baroda Bnp Paribas Small Cap Fund - Direct Plan - Growth Option
1Y
NA
3Y
NA
5Y
NA
Motilal Oswal Small Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Icici Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth
1Y
58.63%
3Y
NA
5Y
NA
BSE Member code: 58371
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