EquitySmall Cap FundGrowth
Kotak Small Cap Fund Growth Direct

Kotak Small Cap Fund Growth Direct

5
48.64%Fund
3 years
return
1M
3M
6M
1Y
3Y
5Y
ALL
NAV on Mar 24 2023 ₹178.10
1D Returns -0.66%
Launched in January 2013 (Age - 10 years)
₹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

arq rating backgroundarq rating icon
5

Ratings By Other Agencies

Value Research
Value Research
4
Crisil
Crisil
3
Morning Star
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 %
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