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FAQ : Kotak Small Cap Fund - Growth

Kotak Small Cap Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 7.57 19.06 35.32 18.7
Average Rolling Returns(%) 24.08 21.26 19.70 17.26

The Current NAV of Kotak Small Cap Fund - Growth is ₹261.34.

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 1.66%

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 is currently ₹17,329 Crores.

The Top three stocks are Aster DM Healthcare, Krishna Inst.Medi and Techno Electric &Eng and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 28% of fund’s portfolio respectively.

Top three sectors of Kotak Small Cap Fund - Growth fund are Healthcare, Construction & Infrastructure and Auto accounting for 47% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 55.79 and PB ratio is 7.56

The asset allocation of Kotak Small Cap Fund - Growth is Stocks : 94.70%, Debt : 5.30% 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

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