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Kotak Small Cap Fund Growth
+10.32%
3Y annualised
+0.35% 1D
NAV: 16 Sep '26
₹269.26
Min. for SIP
₹100
Fund size (AUM)
₹19,678.75 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 | ₹65,338 | +8.90% | |
| 3 years | ₹1,80,000 | ₹2,03,700 | +13.17% | |
| 5 years | ₹3,00,000 | ₹4,04,282 | +34.76% | |
| 10 years | ₹6,00,000 | ₹15,02,434 | +150.41% |
Holdings (81)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aster DM Healthcare Ltd | Healthcare | Equity | 4.29% |
| Vijaya Diagnostic Centre Ltd | Healthcare | Equity | 4.21% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 4.15% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 3.25% |
| Kalpataru Power Transmission Ltd | Industrials | Equity | 2.54% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 2.39% |
| Century Plyboards (India) Ltd | Materials | Equity | 2.25% |
| Five-Star Business Finance Ltd | Financial | Equity | 2.12% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.03% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.99% |
| Garware Technical Fibres Ltd | Consumer Discretionary | Equity | 1.96% |
| ICICI Bank Ltd | Financial | Equity | 1.95% |
| Happy Forgings Ltd. | Materials | Equity | 1.95% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.89% |
| Brigade Enterprises Ltd | Real Estate | Equity | 1.83% |
| Techno Electric & Engineering Company Ltd | Industrials | Equity | 1.82% |
| Cyient Ltd | Technology | Equity | 1.81% |
| KFin Technologies Ltd | Financial | Equity | 1.54% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 1.53% |
| V-Mart Retail Ltd | Consumer Discretionary | Equity | 1.51% |
| Aditya Infotech Ltd. | Technology | Equity | 1.47% |
| Alembic Pharmaceuticals Ltd | Healthcare | Equity | 1.45% |
| BEML Ltd | Industrials | Equity | 1.44% |
| Axis Bank Ltd | Financial | Equity | 1.44% |
| Aptus Value Housing Finance India Ltd | Financial | Equity | 1.43% |
| V-Guard Industries Ltd | Industrials | Equity | 1.41% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.37% |
| Carborundum Universal Ltd | Materials | Equity | 1.34% |
| Devyani International Ltd | Consumer Discretionary | Equity | 1.32% |
| R R Kabel Ltd. | Industrials | Equity | 1.31% |
| Ratnamani Metals & Tubes Ltd | Materials | Equity | 1.27% |
| Jubilant Ingrevia Ltd | Materials | Equity | 1.24% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.23% |
| Medplus Health Services Ltd | Healthcare | Equity | 1.22% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 1.18% |
| INDO-MIM Ltd. | Industrials | Equity | 1.11% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 1.11% |
| Sagility India Ltd. | Industrials | Equity | 1.11% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.09% |
| Mahindra Lifespace Developers Ltd | Real Estate | Equity | 1.09% |
| Repo | Unspecified | Repo | 1.05% |
| Schaeffler India Ltd | Industrials | Equity | 1.04% |
| Blue Star Ltd | Industrials | Equity | 1.03% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.03% |
| VST Tillers Tractors Ltd | Industrials | Equity | 1.00% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | Equity | 0.99% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.98% |
| Blue Dart Express Ltd | Industrials | Equity | 0.97% |
| Swiggy Ltd. | Technology | Equity | 0.97% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.96% |
| Home First Finance Company India Ltd | Financial | Equity | 0.86% |
| Shoppers Stop Ltd | Consumer Discretionary | Equity | 0.84% |
| JK Cement Ltd | Materials | Equity | 0.81% |
| Somany Ceramics Ltd | Industrials | Equity | 0.80% |
| CMS Info Systems Ltd | Industrials | Equity | 0.79% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 0.79% |
| Bansal Wire Industries Ltd. | Materials | Equity | 0.74% |
| Hawkins Cookers Ltd | Consumer Discretionary | Equity | 0.73% |
| Rolex Rings Ltd | Industrials | Equity | 0.72% |
| Orient Electric Ltd | Consumer Discretionary | Equity | 0.72% |
| Max Estates Ltd | Real Estate | Equity | 0.66% |
| Dhanuka Agritech Ltd | Materials | Equity | 0.66% |
| Suraksha Diagnostic Ltd. | Healthcare | Equity | 0.63% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 0.61% |
| G R Infraprojects Ltd | Industrials | Equity | 0.60% |
| PVR Ltd | Consumer Discretionary | Equity | 0.59% |
| Cello World Ltd. | Consumer Discretionary | Equity | 0.59% |
| Capillary Technologies India Ltd. | Technology | Equity | 0.58% |
| Sandhar Technologies Ltd | Consumer Discretionary | Equity | 0.57% |
| Sheela Foam Ltd | Consumer Discretionary | Equity | 0.54% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 0.51% |
| Atul Ltd | Materials | Equity | 0.48% |
| Angel One Ltd | Financial | Equity | 0.47% |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/- | Technology | Equity | 0.45% |
| WPIL Ltd | Industrials | Equity | 0.44% |
| Shadowfax Technologies Ltd. | Industrials | Equity | 0.43% |
| Shriram Pistons & Rings Ltd | Consumer Discretionary | Equity | 0.36% |
| Kewal Kiran Clothing Ltd | Consumer Discretionary | Equity | 0.23% |
| Anand Rathi Share and Stock Brokers Ltd. | Financial | Equity | 0.14% |
| Physicswallah Ltd. | Consumer Staples | Equity | 0.10% |
| Net Payables | Unspecified | Net Payables | -0.10% |
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 | +10.3% | +10.9% | +15.7% | +16.5% |
| Category average (Equity Small Cap) | +19.7% | +22.6% | +16.1% | -- |
| Rank (Equity Small Cap) | 32 | 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) | |
|---|---|---|---|---|
 | +7.24% | +22.28% | 34,176.02 | |
 | +11.49% | +20.48% | 15,744.40 | |
 | +10.86% | +15.75% | 35,557.21 | |
 | +11.24% | +15.03% | 4,155.35 | |
 | +5.53% | +13.41% | 82,580.31 | |
| 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 ₹6,19,695 Cr and the Latest NAV as of 16 Sep 2026 is ₹269.26.
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₹6,19,695.24 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,