PT
Pankaj TibrewalFund Manager Since 21 Jan 2010
EquitySmall-Cap
Kotak Small Cap Growth
3Y Annualised
14.11%
0.22% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.69%
0.22% 1D
Benchmark
Motilal Oswal Nifty Microcap 250 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 3 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹15706.46 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Smallcap Fund Institutional Growth
12.01%
2nd
HSBC Small Cap Equity Fund Direct Growth
10.82%
3rd
HSBC Small Cap Equity Fund - IDCW Direct
10.82%
4th
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
10.82%
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
10.68%
109th
Kotak Small Cap Growth
3.69%
Fund Managers
About Kotak Small Cap Growth
Kotak Small Cap Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 20 years, having been launched on 2005-02-24. Kotak Small Cap Growth has ₹15706.46 Cr worth of assets under management (AUM) as of Fri Apr 25 2025. The latest Net Asset Value (NAV) of Kotak Small Cap Growth as of Thu Apr 24 2025 is ₹243.954. The fund has an expense ratio of 1.67%, which is medium comparable to most other Equity funds.
Kotak Small Cap Growth returns for the last 1 year are 6.87%. Since launch, it has delivered 17.19% average annual returns.
The Kotak Small Cap Growth has the majority of its money invested in Healthcare, Basic Materials, Industrials, Consumer Cyclical, Real Estate sectors.
Top 5 Holdings of Kotak Small Cap Growth.
- Aster DM Healthcare Ltd Ordinary Shares: 3.62%
- Krishna Institute of Medical Sciences Ltd: 3.45%
- Vijaya Diagnostic Centre Ltd: 3.15%
- Century Plyboards (India) Ltd: 2.99%
- Cyient Ltd: 2.88%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2005-02-24 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Small Cap Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Kotak Mahindra Asset Management Co Ltd
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EquityFlexi Cap
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expense ratio
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fund size
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Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
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Kotak ELSS Tax Saver-Scheme-Growth - Direct
EquityELSS (Tax Savings)
3Y CAGR
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expense ratio
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Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
3Y CAGR
8.10%
expense ratio
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fund size
₹1765.97 Cr
FAQs
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