|Min SIP Amount||₹1000|
|NAV||₹148.14 (23 Jul 2021)|
|Fund Started||24 Feb 2005|
|Fund Size||₹4,765 Cr|
|Century Plyboards (India) Ltd.||FMCG||Equity||4.6%|
|Sheela Foam Ltd.||Consumer Durable||Equity||3.6%|
|Carborundum Universal Ltd.||Metals||Equity||3.6%|
|Persistent Systems Ltd.||Technology||Equity||3.3%|
|Lux Industries Ltd.||Textiles||Equity||3.3%|
|Galaxy Surfactants Ltd.||FMCG||Equity||3.1%|
|Blue Star Ltd.||Consumer Durable||Equity||2.9%|
|Supreme Industries Ltd.||Chemicals||Equity||2.8%|
|Ratnamani Metals & Tubes Ltd.||Metals||Equity||2.8%|
|Somany Ceramics Ltd.||Construction||Equity||2.5%|
Kotak Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 24 Feb 2005. Pankaj Tibrewal is the Current Fund Manager of Kotak Small Cap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,765 Cr and the Latest NAV as of 23 Jul 2021 is ₹148.14.
The Kotak Small Cap Fund Regular Growth is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.
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.