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(%) 36.54 23.52 26.86 17.39
Average Rolling Returns(%) 26.17 22.31 18.01 16.55

The Current NAV of Kotak Small Cap Fund - Growth is ₹211.04.

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

  • 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 ₹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 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 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 44.30 and PB ratio is 7.03

The asset allocation of Kotak Small Cap Fund - Growth is Stocks : 95.55%, Debt : 4.43% 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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