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Kotak Small Cap Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 41.18 | 22.56 | 33.79 | 20.39 |
Average Rolling Returns(%) | 27.22 | 22.42 | 18.59 | 16.69 |
The Current NAV of Kotak Small Cap Fund - Growth is ₹279.95.
You can consider SIP in Kotak Small Cap Fund - Growth 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 250 returns, as Funds portfolio is significantly different.
Kotak Small Cap Fund - Growth fund’s expense ratio is 1.64%
The process for redemption is
The AUM of Kotak Small Cap Fund - Growth is currently ₹17,639 Crores.
The Top three stocks are Cyient, Techno Electric &Eng and Century Plyboards(I) and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 27% of fund’s portfolio respectively.
Top three sectors of Kotak Small Cap Fund - Growth fund are Construction & Infrastructure, Auto and Healthcare accounting for 41% 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 Fund is Equity - Small cap Fund.
Harish Bihani manages the Kotak Small Cap Fund - Growth Fund.
Kotak Small Cap Fund - Growth current PE ratio is 53.23 and PB ratio is 8.22
The asset allocation of Kotak Small Cap Fund - Growth is Stocks : 96.20%, Debt : 3.76% and Gold : 0%
The minimum SIP amount for Kotak Small Cap Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Small Cap Fund - Growth is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year