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Kotak Small Cap Fund - Regular - Growth

Kotak Mahindra Asset Management Co Ltd

NAV243.21-3.34 (-1.36%)as on Jan 09, 2026

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Fund Information

Fund manager
Arjun Khanna
Fund type
Open
AUM (Asset size)
₹ 17423.09 Cr
Expense ratio
2.25%
Min investment
₹ 100
Launch date
Feb 24, 2005
Exit load for redemption
1.25%
Plan
Growth

Key Statistics

52 Week High₹ 270.97
52 Week Low₹ 217.72
Std. Deviation (1Y)21.49%
Std. Deviation (3Y)16.75%
Std. Deviation (5Y)16.30%
Sharpe Ratio (1Y)-0.61
Sharpe Ratio (3Y)0.56
Sharpe Ratio (5Y)0.89

Riskometer

Very High Risk

Low RiskLow to Moderate RiskModerate RiskModerately High RiskHigh RiskVery High Risk

AMC Information

Kotak Mahindra Asset Management Co Ltd

Phone
18003091490
Email
kotakadvisorh@kotak.com
Address
Kotak Mahindra Asset management Company 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051

Investment Calculator

Duration
Invested amount₹ 6,00,000
Projected value₹ 8,22,780
Inflation-adjusted value₹ 6,00,531

How it compares

₹ 6,53,375
Savings Account
₹ 7,20,105
Fixed Deposit
₹ 8,22,780
This Mutual Fund
Invested amountReturns

Holdings

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