Kotak Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 38.22 | 25.2 | 28.62 | 19.06 |
Average Rolling Returns(%) | 28.06 | 23.21 | 18.75 | 22.49 |
The Current NAV of Kotak Small Cap Fund - Growth - Direct Plan is ₹243.86.
You can consider SIP in Kotak Small Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Smallcap 100 returns, as Funds portfolio is significantly different.
Kotak Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.43%
The process for redemption is
The AUM of Kotak Small Cap Fund - Growth - Direct Plan is currently ₹14,196 Crores.
The Top three stocks are Cyient, Century Plyboards(I) and Carborundum Univer. and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 27% of fund’s portfolio respectively.
Top three sectors of Kotak Small Cap Fund - Growth - Direct Plan fund are Auto, Construction & Infrastructure and Capital Goods accounting for 37% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.
Pankaj Tibrewal manages the Kotak Small Cap Fund - Growth - Direct Plan Fund.
Kotak Small Cap Fund - Growth - Direct Plan current PE ratio is 44.30 and PB ratio is 7.03
The asset allocation of Kotak Small Cap Fund - Growth - Direct Plan is Stocks : 95.55%, Debt : 4.43% and Gold : 0%
The minimum SIP amount for Kotak Small Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Small Cap Fund - Growth - Direct Plan is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year