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Kotak Small Cap Fund Direct Growth
Equity
Small Cap
Very High Risk
+14.42%
3Y annualised
+0.87% 1D
NAV: 22 Jan '26
₹276.09
Min. SIP amount
₹100
Fund size
₹17,257.64 Cr
Expense ratio
0.55%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹56,110 | -6.48% | |
| 3 years | ₹1,80,000 | ₹2,18,816 | +21.56% | |
| 5 years | ₹3,00,000 | ₹5,14,881 | +71.63% | |
| 10 years | ₹6,00,000 | ₹17,12,420 | +185.40% |
Holdings (77)
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Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.4% | +19.4% | +18.5% | +18.4% |
| Category average (Equity Small Cap) | +19.7% | +22.6% | +16.1% | -- |
| Rank (Equity Small Cap) | 29 | 22 | 5 | -- |
Exit load, stamp duty and tax
Exit load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | +3.75% | +29.93% | 18,990.28 | |
Invesco India Smallcap Fund Direct Growth | +2.54% | +23.74% | 9,224.64 | |
Nippon India Small Cap Fund Direct Growth | -1.72% | +20.17% | 68,287.15 | |
HDFC Small Cap Fund Direct Growth | +2.86% | +19.47% | 37,753.13 | |
Quant Small Cap Fund Direct Plan Growth | -3.14% | +18.09% | 29,784.55 | |
| Compare | ||||
Fund management
HBHarish BihaniOct 2023 - PresentView details
HB
Harish Bihani
Oct 2023 - Present
View details
About Kotak Small Cap Fund Direct Growth
Kotak Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Harish Bihani is the Current Fund Manager of Kotak Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,69,913 Cr and the Latest NAV as of 22 Jan 2026 is ₹276.09.
The Kotak Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
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Investment Objective
The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Fund house
Rank (total assets)#5 in India
Total AUM₹5,69,913.46 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,