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Kotak Small Cap Fund Growth
+13.30%
3Y annualised
+0.49% 1D
NAV: 05 Jun '26
₹255.06
Min. for SIP
₹100
Fund size (AUM)
₹17,416.48 Cr
Expense ratio
1.68%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,875 | +1.46% | |
| 3 years | ₹1,80,000 | ₹1,91,747 | +6.53% | |
| 5 years | ₹3,00,000 | ₹3,81,290 | +27.10% | |
| 10 years | ₹6,00,000 | ₹14,25,154 | +137.53% |
Holdings (78)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd | Healthcare | Equity | 4.56% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 3.70% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 3.24% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 3.00% |
| Techno Electric & Engineering Company Ltd | Industrials | Equity | 2.68% |
| Century Plyboards (India) Ltd | Materials | Equity | 2.67% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 2.56% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 1.97% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.94% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.92% |
| ICICI Bank Ltd | Financial | Equity | 1.91% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.87% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.86% |
| Medplus Health Services Ltd | Healthcare | Equity | 1.79% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.74% |
| Garware Technical Fibres Ltd | Consumer Discretionary | Equity | 1.70% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 1.69% |
| Cyient Ltd | Technology | Equity | 1.66% |
| Repo | Unspecified | Repo | 1.66% |
| Axis Bank Ltd | Financial | Equity | 1.59% |
| V-Guard Industries Ltd | Industrials | Equity | 1.52% |
| BEML Ltd | Industrials | Equity | 1.51% |
| Jubilant Ingrevia Ltd | Materials | Equity | 1.49% |
| Alembic Pharmaceuticals Ltd | Healthcare | Equity | 1.49% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 1.48% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 1.46% |
| Carborundum Universal Ltd | Materials | Equity | 1.44% |
| Ratnamani Metals & Tubes Ltd | Materials | Equity | 1.43% |
| Blue Star Ltd | Industrials | Equity | 1.42% |
| VST Tillers Tractors Ltd | Industrials | Equity | 1.35% |
| Devyani International Ltd | Consumer Discretionary | Equity | 1.35% |
| Blue Dart Express Ltd | Industrials | Equity | 1.33% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.30% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 1.29% |
| KFin Technologies Ltd | Financial | Equity | 1.27% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 1.24% |
| Happy Forgings Ltd. | Materials | Equity | 1.24% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.21% |
| Schaeffler India Ltd | Industrials | Equity | 1.21% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.21% |
| Mahindra Lifespace Developers Ltd | Real Estate | Equity | 1.15% |
| Sagility India Ltd. | Industrials | Equity | 1.12% |
| CMS Info Systems Ltd | Industrials | Equity | 1.10% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.08% |
| Aditya Infotech Ltd. | Technology | Equity | 1.08% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.03% |
| Home First Finance Company India Ltd | Financial | Equity | 0.97% |
| Karur Vysya Bank Ltd | Financial | Equity | 0.97% |
| JK Cement Ltd | Materials | Equity | 0.95% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.93% |
| R R Kabel Ltd. | Industrials | Equity | 0.90% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 0.84% |
| Orient Electric Ltd | Consumer Discretionary | Equity | 0.83% |
| Dhanuka Agritech Ltd | Materials | Equity | 0.83% |
| Cello World Ltd. | Consumer Discretionary | Equity | 0.80% |
| Bansal Wire Industries Ltd. | Materials | Equity | 0.79% |
| Hawkins Cookers Ltd | Consumer Discretionary | Equity | 0.76% |
| Swiggy Ltd. | Technology | Equity | 0.75% |
| Somany Ceramics Ltd | Industrials | Equity | 0.75% |
| Rolex Rings Ltd | Industrials | Equity | 0.74% |
| G R Infraprojects Ltd | Industrials | Equity | 0.73% |
| Shoppers Stop Ltd | Consumer Discretionary | Equity | 0.73% |
| Physicswallah Ltd. | Consumer Staples | Equity | 0.68% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 0.60% |
| PVR Ltd | Consumer Discretionary | Equity | 0.59% |
| Atul Ltd | Materials | Equity | 0.58% |
| Angel One Ltd | Financial | Equity | 0.57% |
| Sandhar Technologies Ltd | Consumer Discretionary | Equity | 0.55% |
| Max Estates Ltd | Real Estate | Equity | 0.54% |
| Suraksha Diagnostic Ltd. | Healthcare | Equity | 0.54% |
| Nilkamal Ltd | Materials | Equity | 0.51% |
| Sheela Foam Ltd | Consumer Discretionary | Equity | 0.50% |
| WPIL Ltd | Industrials | Equity | 0.48% |
| Poonawalla Fincorp Ltd | Financial | Equity | 0.45% |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/- | Technology | Equity | 0.32% |
| Kewal Kiran Clothing Ltd | Consumer Discretionary | Equity | 0.25% |
| Anand Rathi Share and Stock Brokers Ltd. | Financial | Equity | 0.18% |
| Net Payables | Unspecified | Net Payables | -0.12% |
See All
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 | +13.3% | +13.3% | +16.5% | +16.4% |
| Category average (Equity Small Cap) | +19.7% | +22.6% | +16.1% | -- |
| Rank (Equity Small Cap) | 31 | 24 | 7 | -- |
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) | |
|---|---|---|---|---|
 | +4.65% | +27.89% | 25,345.79 | |
 | +6.54% | +22.51% | 11,038.23 | |
 | +6.81% | +20.23% | 30,373.69 | |
 | +8.27% | +18.62% | 3,562.91 | |
 | +3.44% | +18.60% | 72,672.99 | |
| Compare | ||||
Fund management
HBHarish BihaniOct 2023 - PresentView details
HB
Harish Bihani
Oct 2023 - Present
View details
About Kotak Small Cap Fund Growth
Kotak Small Cap Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,91,225 Cr and the Latest NAV as of 05 Jun 2026 is ₹255.06.
The Kotak Small Cap Fund 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₹5,91,224.54 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,