CASPeR Ranking #120
Kotak Small Cap Direct Growth
NAV (Tue Jan 14 2025)
₹301
Returns (Since Inception)
15.52%
Category Average
17.69%
Rating
3
Allocation and Holdings
Asset class
Weightage
Industrials
9.46%
Healthcare
8.22%
Basic Materials
5.10%
Consumer Cyclical
4.98%
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4.5Overall rating
Scheme Information
Fund name
Kotak Small Cap Direct Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹17777.85 Cr
ISIN
INF174K01KT2
Inception Date
Jan 01 2013
Standard Deviation
13.942
Beta
0.7
Sharpe Ratio
0.915
Benchmark
IISL Nifty Smallcap 250 TR INR
Expense Ratio
0.490%
Exit Load
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
Very High Risk
Investment Objective
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Managers
Pankaj Tibrewal
About the AMC
Kotak Mahindra Asset Management Co Ltd
Phone Number
+91 22 61152100Email Address
fundaccops@kotakmutual.comCorporate Office Address
Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051Overall AUM
₹17777.85 Cr
Website
www.kotakmf.com
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