Kotak Small Cap Fund Direct Growth-0.81%

3Groww
-15.01%
1 Year Return
Equity
Small Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Small Cap Fund Direct Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio0.81%
NAV75.67 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size1,121 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Small Cap Fund Direct Growth
-15.0%
2.3%
10.2%
13.0%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -15.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 5Y Returns are higher than the benchmark
    4. 10Y Returns are higher than the benchmark
    Cons
    1. 1Y Returns are lower than the benchmark
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Triparty RepoCurrent AssetsMoney Market3.9%
    Atul Ltd.ChemicalsEquity3.0%
    Solar Industries India Ltd.ChemicalsEquity2.9%
    Dixon Technologies (India) Ltd.Consumer GoodsEquity2.5%
    IndusInd Bank Ltd.Financial ServicesEquity2.4%
    Prataap Snacks Ltd.Consumer GoodsEquity2.4%
    J K Cement Ltd.Cement & Cement ProductsEquity2.4%
    APL Apollo Tubes LtdMetalsEquity2.3%
    Ratnamani Metals & Tubes Ltd.MetalsEquity2.3%
    JMC Projects (India) Ltd.ConstructionEquity2.2%
    See All

    Fund Managers

    addPankaj Tibrewal
    Education
    Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K.
    Experience
    Prior to joining Kotak Mahindra AMC he has worked with Principal Pnb Asset Management Co. Pvt. Ltd. as Fund Manager.
    Funds Managed

    Other Details

    Kotak Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Pankaj Tibrewal is the Current Fund Manager of Kotak Small Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,121 Cr and the Latest NAV as of 08 Jul 2019 is ₹75.67.

    The Kotak Small Cap Fund Direct Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year. Same for SIP..

    Investment Objective

    The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year. Same for SIP.
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    22 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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