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INVESTMENTS
EquitySmall Cap FundGrowth
Kotak Small Cap Fund Growth Direct
5
48.64%Fund
3 years
return1M
3M
6M
1Y
3Y
5Y
ALL
NAV on Mar 24 2023 ₹178.10
1D Returns -0.66%
₹500
Minimum SIP investment
₹500
Minimum one time investment
Lock-in:
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
Select Amount
₹
5000
Select Duration
5 Y
1Y30Y
When you invest ₹5000 every month for the next 5 years
Your Investment
₹300000
Gain
321.36%
₹964075
Maturity Amount
₹1264075
Basic Information
Asset Under Management
₹8617.55 Cr.
Expense Ratio
0.59% (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
Risk Involved
Your principal will be at
Very High risk
Ratings
5
Ratings By Other Agencies
Value Research
4
Crisil
3
Morning Star
4
Fund Manager
PT
Pankaj Tibrewal
Fund Manager since Jan 2010
Fund Holdings
Top Holding | Allocation |
|---|---|
Carborundum Uni. | 4.7 % |
TREPS | 4.25 % |
Ratnamani Metals | 3.58 % |
Cyient | 3.35 % |
Century Plyboard | 3.31 % |
Others | 80.81 % |
Similar Funds
Funds | ARQ Rating | 3Y Return |
|---|---|---|
0 | 71.22% | |
4 | 40.03% | |
4 | 54.46% |
Other Funds by Kotak Mahindra Mutual Fund
Funds | 3Y Return |
|---|---|
| 48.64% |
OtherFoFs Domestic
| 29.64% |
| 39.55% |
Your Investment Pad
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