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Kotak Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
123.29%
1Y return
+0.53% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹165.83
Min. SIP Amount₹1,000
Rating4star
Fund Size₹4,765.50 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns123.3%27.8%21.4%21.8%
Category average102.5%18.0%16.9%NA
Rank with in category224NA
Understand termsinfo

Holdings (67)

NameSectorInstrumentAssets
Century Plyboards (India) Ltd.FMCGEquity4.6%
Sheela Foam Ltd.Consumer DurableEquity3.6%
Carborundum Universal Ltd.MetalsEquity3.6%
Persistent Systems Ltd.TechnologyEquity3.3%
Lux Industries Ltd.TextilesEquity3.3%
Galaxy Surfactants Ltd.FMCGEquity3.1%
Blue Star Ltd.Consumer DurableEquity2.9%
Supreme Industries Ltd.ChemicalsEquity2.8%
Ratnamani Metals & Tubes Ltd.
MetalsEquity2.8%
Somany Ceramics Ltd.ConstructionEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.52%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000

Fund management

Pankaj Tibrewal
Jan 2013 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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