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Kotak Small Cap Fund Growth
+12.61%
3Y annualised
+0.17% 1D
NAV: 26 Aug '26
₹277.77
Min. for SIP
₹100
Fund size (AUM)
₹18,932.78 Cr
Expense ratio
1.73%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹65,579 | +9.30% | |
| 3 years | ₹1,80,000 | ₹2,04,412 | +13.56% | |
| 5 years | ₹3,00,000 | ₹4,05,791 | +35.26% | |
| 10 years | ₹6,00,000 | ₹15,08,510 | +151.42% |
Holdings (81)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd | Healthcare | Equity | 4.91% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 3.87% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 3.68% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 3.59% |
| Century Plyboards (India) Ltd | Materials | Equity | 2.46% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 2.45% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 2.43% |
| Five-Star Business Finance Ltd | Financial | Equity | 2.25% |
| Ajanta Pharma Ltd | Healthcare | Equity | 2.10% |
| ICICI Bank Ltd | Financial | Equity | 2.00% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.99% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.96% |
| Techno Electric & Engineering Company Ltd | Industrials | Equity | 1.89% |
| Garware Technical Fibres Ltd | Consumer Discretionary | Equity | 1.79% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.68% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 1.56% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.48% |
| Aditya Infotech Ltd. | Technology | Equity | 1.45% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 1.45% |
| Alembic Pharmaceuticals Ltd | Healthcare | Equity | 1.44% |
| Axis Bank Ltd | Financial | Equity | 1.42% |
| Jubilant Ingrevia Ltd | Materials | Equity | 1.41% |
| Happy Forgings Ltd. | Materials | Equity | 1.39% |
| R R Kabel Ltd. | Industrials | Equity | 1.37% |
| Cyient Ltd | Technology | Equity | 1.36% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.35% |
| BEML Ltd | Industrials | Equity | 1.35% |
| Carborundum Universal Ltd | Materials | Equity | 1.33% |
| Medplus Health Services Ltd | Healthcare | Equity | 1.33% |
| V-Guard Industries Ltd | Industrials | Equity | 1.33% |
| Blue Star Ltd | Industrials | Equity | 1.23% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.23% |
| KFin Technologies Ltd | Financial | Equity | 1.22% |
| Mahindra Lifespace Developers Ltd | Real Estate | Equity | 1.22% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 1.19% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.18% |
| Ratnamani Metals & Tubes Ltd | Materials | Equity | 1.17% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 1.16% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 1.14% |
| Devyani International Ltd | Consumer Discretionary | Equity | 1.13% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.11% |
| Schaeffler India Ltd | Industrials | Equity | 1.10% |
| Sagility India Ltd. | Industrials | Equity | 1.07% |
| Blue Dart Express Ltd | Industrials | Equity | 1.06% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.06% |
| VST Tillers Tractors Ltd | Industrials | Equity | 1.06% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.04% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.03% |
| INDO-MIM Ltd. | Industrials | Equity | 1.02% |
| Swiggy Ltd. | Technology | Equity | 1.02% |
| Home First Finance Company India Ltd | Financial | Equity | 0.91% |
| JK Cement Ltd | Materials | Equity | 0.90% |
| CMS Info Systems Ltd | Industrials | Equity | 0.89% |
| Shoppers Stop Ltd | Consumer Discretionary | Equity | 0.88% |
| Hawkins Cookers Ltd | Consumer Discretionary | Equity | 0.80% |
| Bansal Wire Industries Ltd. | Materials | Equity | 0.77% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 0.74% |
| Orient Electric Ltd | Consumer Discretionary | Equity | 0.73% |
| Somany Ceramics Ltd | Industrials | Equity | 0.73% |
| Dhanuka Agritech Ltd | Materials | Equity | 0.72% |
| Sheela Foam Ltd | Consumer Discretionary | Equity | 0.69% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 0.64% |
| G R Infraprojects Ltd | Industrials | Equity | 0.63% |
| Cello World Ltd. | Consumer Discretionary | Equity | 0.60% |
| PVR Ltd | Consumer Discretionary | Equity | 0.58% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 0.57% |
| Rolex Rings Ltd | Industrials | Equity | 0.57% |
| Sandhar Technologies Ltd | Consumer Discretionary | Equity | 0.57% |
| Atul Ltd | Materials | Equity | 0.53% |
| Max Estates Ltd | Real Estate | Equity | 0.50% |
| Angel One Ltd | Financial | Equity | 0.50% |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/- | Technology | Equity | 0.48% |
| Capillary Technologies India Ltd. | Technology | Equity | 0.48% |
| WPIL Ltd | Industrials | Equity | 0.47% |
| Suraksha Diagnostic Ltd. | Healthcare | Equity | 0.45% |
| Shadowfax Technologies Ltd. | Industrials | Equity | 0.42% |
| Kewal Kiran Clothing Ltd | Consumer Discretionary | Equity | 0.24% |
| Repo | Unspecified | Repo | 0.19% |
| Anand Rathi Share and Stock Brokers Ltd. | Financial | Equity | 0.14% |
| Physicswallah Ltd. | Consumer Staples | Equity | 0.12% |
| Net Current Assets | Unspecified | Net Current Assets | 0.05% |
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 | +12.6% | +13.3% | +16.2% | +16.7% |
| Category average (Equity Small Cap) | +19.7% | +22.6% | +16.1% | -- |
| Rank (Equity Small Cap) | 31 | 26 | 8 | -- |
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) | |
|---|---|---|---|---|
 | +13.91% | +25.02% | 31,103.03 | |
 | +16.96% | +23.22% | 14,474.79 | |
 | +16.45% | +18.18% | 34,068.88 | |
 | +18.86% | +17.84% | 3,922.31 | |
 | +12.15% | +16.43% | 78,956.77 | |
| 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 ₹6,12,667 Cr and the Latest NAV as of 26 Aug 2026 is ₹277.77.
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₹6,12,667.12 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,