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Home>Mutual Funds>Kotak Mahindra Mutual Fund>Kotak Small Cap Fund Regular Growth

Kotak Small Cap Fund Regular Growth

Equity
Small Cap
Very High Risk
35.20%
3Y annualised
-1.51% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan 2022₹169.04
Min. SIP amountNA
Rating4
Fund size₹6,761.51Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns63.9%35.2%22.4%18.2%
Category average102.5%18.0%16.9%NA
Rank with in category734NA
Understand terms

Holdings (68)

NameSectorInstrumentAssets
FMCGEquity5.6%
Consumer DurableEquity4.6%
MetalsEquity4.5%
TechnologyEquity3.4%
ChemicalsEquity3.2%
ConstructionEquity3.1%
FMCGEquity3.1%
Consumer DurableEquity3.0%
Consumer DurableEquity2.7%
MetalsEquity2.6%
See All

Expense ratio, exit load and tax

Expense ratio: 1.94%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Pankaj Tibrewal
Jan 2010 - Present
View details

Fund house & investment objective

Fund house contact details

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