Kotak Small Cap Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 41.61 | 22.86 | 25.03 | 17.71 |
Average Rolling Returns(%) | 26.25 | 22.31 | 18.09 | 16.56 |
The Current NAV of Kotak Small Cap Fund - Growth is ₹231.39.
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 100 returns, as Funds portfolio is significantly different.
Kotak Small Cap Fund - Growth fund’s expense ratio is 1.65%
The process for redemption is
The AUM of Kotak Small Cap Fund - Growth is currently ₹13,882 Crores.
The Top three stocks are Cyient, Carborundum Univer. and Blue Star and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 28% of fund’s portfolio respectively.
Top three sectors of Kotak Small Cap Fund - Growth fund are Auto, Construction & Infrastructure and Capital Goods accounting for 38% 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 45.04 and PB ratio is 7.28
The asset allocation of Kotak Small Cap Fund - Growth is Stocks : 97.15%, Debt : 2.82% 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