FAQ : Kotak Small Cap Fund - Growth - Direct Plan

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

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

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

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.