PT
Pankaj TibrewalFund Manager Since 21 Jan 2010
EquitySmall-Cap
Kotak Small Cap Direct Growth
3Y Annualised
15.58%
1.02% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
5.17%
1.02% 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
4 years 9 months
NIFTY 50
6 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹14407.09 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%
115th
Kotak Small Cap Direct Growth
5.17%
Fund Managers
About Kotak Small Cap Direct Growth
Kotak Small Cap Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Kotak Small Cap Direct Growth has ₹14407.09 Cr worth of assets under management (AUM) as of Wed Mar 26 2025. The latest Net Asset Value (NAV) of Kotak Small Cap Direct Growth as of Tue Mar 25 2025 is ₹276.924. The fund has an expense ratio of 0.58%, which is medium comparable to most other Equity funds.
Kotak Small Cap Direct Growth returns for the last 1 year are 11.91%. Since launch, it has delivered 19.86% average annual returns.
The Kotak Small Cap Direct Growth has the majority of its money invested in Industrials, Basic Materials, Healthcare, Real Estate, Consumer Cyclical sectors.
Top 5 Holdings of Kotak Small Cap Direct Growth.
- Blue Star Ltd: 3.35%
- Century Plyboards (India) Ltd: 3.30%
- Aster DM Healthcare Ltd Ordinary Shares: 3.29%
- Cyient Ltd: 3.14%
- Vijaya Diagnostic Centre Ltd: 3.13%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| 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 Direct 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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expense ratio
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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)
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Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
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expense ratio
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fund size
₹1915.77 Cr
FAQs
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