3 Year return
23.44%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹14815.19 Cr.
Expense Ratio
0.46% (inclusive of GST)
Exit Load
For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Kotak Mahindra Mutual Fund Managers
PT
Pankaj Tibrewal
Fund Manager since Sep 2022
Fund House Details
Kotak Mahindra Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Small Cap Fund IDCW Direct Plan Payout |
35.65% |
0 |
|
Nippon India Small Cap Fund Direct Plan IDCW Payout |
33.93% |
4 |
|
Bank of India Small Cap Fund Direct Plan IDCW Payout |
27.28% |
2.5 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Growth
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan Growth
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Reinvestment
About Kotak Small Cap Fund Growth Direct
Kotak Mahindra Mutual Fund presents the Kotak Small Cap Fund Growth Direct, an Equity Mutual Fund Scheme. This fund adopts a growth-oriented investment approach, concentrating on companies in the small-cap market segment across diverse sectors. Major allocations are made to sectors like Materials, Capital Goods, Consumer Discretionary, Metals & Mining, and Chemicals. The fund has an expense ratio that is lower than the category average.
Investment Objective of The Scheme
The primary objective of Kotak Small Cap Fund Growth Direct is to achieve capital appreciation through a well-diversified portfolio of equity and equity-related securities. The fund focuses on investing predominantly in companies within the small-cap market capitalisation segment across various sectors. By identifying promising companies at an early stage, the fund aims to benefit from their growth potential over time. In essence, the fund seeks to capitalise on the growth of these small companies, offering investors an opportunity to potentially reap the rewards as they mature and thrive in their respective industries.
Key Features of The Fund
| 5-year return | 28.89% |
| Expense Ratio | 0.46% |
| Fund Manager | Pankaj Tibrewal |
| Fund Size | ₹14815.19 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
Determining if this scheme is suitable for you depends on your individual investment preferences and risk appetite. The fund invests in stocks of small-cap companies, which entails higher risks but also the potential for maximising portfolio returns. If you are willing to take risks and aim for high returns over a minimum investment horizon of 3-4 years, this fund might be worth considering.
AMC Contact Details
| Name | Kotak Mahindra Mutual Fund |
| Launch Date | December 1998 |
| Addresss | 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051 |
| Contact | 18003091490 044-40229101 |
| mutual@kotak.com | |
| Website | https://www.kotakmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Enhance the Creation of Long-Term Wealth With SIPs
FAQs
What is today's NAV of Kotak Small Cap Fund?
What is the AUM of Kotak Small Cap Fund?
What is the expense ratio of Kotak Small Cap Fund?
What are the returns of Kotak Small Cap Fund since inception?
What is the minimum SIP amount to invest in Kotak Small Cap Fund?
How do I invest in Kotak Small Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Small Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Small Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Small Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
