Kotak Small Cap Growth
Medium
Risk
Equity
Small Cap Fund
+
22.46
%
22.46
%
3Y annualised
+
0.75
%
0.75
%
1D
1M
6M
1Y
3Y
All
Fund size
14196
NAV:
Mar 7, 2024
217.847
Sector
Tech
Type
Equity
Launched
Feb 2005
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Cyient Ltd
4.3
%
Century Plyboards (India) Ltd
3.16
%
Carborundum Universal Ltd
3.01
%
Blue Star Ltd
3.01
%
Ratnamani Metals & Tubes Ltd
2.69
%
Alembic Pharmaceuticals Ltd
2.47
%
Garware Technical Fibres Ltd
2.27
%
Galaxy Surfactants Ltd
2.27
%
Techno Electric & Engineering Co Ltd
2.08
%
Great Eastern Shipping Co Ltd
2.02
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Kotak Small Cap Growth
More details
Investment objective
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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