| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.18% |
| NAV | ₹77.84 (25 Sep 2020) |
|---|---|
| Fund Started | 24 Feb 2005 |
| Fund Size | ₹1,667 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Century Plyboards (India) Ltd. | FMCG | Equity | 3.5% |
| JK Cement Ltd | Construction | Equity | 3.5% |
| Sheela Foam Ltd. | Textiles | Equity | 3.4% |
| Hawkins Cookers Ltd. | Cons Durable | Equity | 3.3% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 3.1% |
| Ratnamani Metals & Tubes Ltd. | Metals | Equity | 3.0% |
| Galaxy Surfactants Ltd. | FMCG | Equity | 2.9% |
| APL Apollo Tubes Ltd. | Metals | Equity | 2.8% |
| Alkyl Amines Chemicals Ltd. | Chemicals | Equity | 2.8% |
| Blue Star Ltd. | Cons Durable | Equity | 2.8% |
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 ₹1,667 Cr and the Latest NAV as of 25 Sep 2020 is ₹77.84.
The Kotak Small Cap Fund Regular Growth is rated Moderately 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.