Kotak Small Cap Fund
Small CapVery HighOPEN-ENDED
- NAV as on 1 Oct 2026
- ₹267.17-1.40%1 day
- Return since launch
- 16.5%
- 52-week range
- ₹217.85 — ₹279.49
- AUM
- ₹19,679 Cr
Kotak Small Cap Fund is a Small Cap equity fund from Kotak Mahindra Mutual Fund with ₹19,679 Cr under management, launched in 2004. Over three years it has returned 5.5% a year, against 13.9% for its category. The expense ratio is 1.73% and the SEBI riskometer reading is Very High.
Performance
Kotak Small Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +4.6% against +10.1% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 10.6% | +0.9 pts | 9.7% | 16.0% |
| 2Y | 4.6% | −5.2 pts | 9.7% | 9.6% |
| 3Y | 5.5% | −8.4 pts | 13.9% | 9.3% |
| 5Y | 10.3% | −3.9 pts | 14.2% | 14.0% |
| 7Y | 17.0% | −2.9 pts | 19.9% | 18.6% |
| 10Y | 16.8% | +0.9 pts | 15.9% | 16.5% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -3.0% | −0.4 pts | -2.6% | -2.9% |
| 3M | -0.6% | −1.3 pts | 0.8% | 0.2% |
| 6M | 19.2% | −4.0 pts | 23.2% | 22.1% |
| 1Y | 3.6% | −6.1 pts | 9.7% | 9.3% |
| 2Y | -3.6% | −5.3 pts | 1.7% | 1.5% |
| 3Y | 10.3% | −3.6 pts | 13.9% | 13.3% |
| 5Y | 10.4% | −3.8 pts | 14.2% | 13.3% |
| 7Y | 21.3% | −1.5 pts | 22.8% | 20.5% |
| 10Y | 15.3% | −0.6 pts | 15.9% | 14.1% |
Since launch (30 Dec 2004): 16.5%
Calendar-year returns
Category average34.2%
70.9%
-3.1%
34.8%
25.2%
-9.1%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | -9.1% | −5.8 pts | -3.3% |
| 2024 | 25.2% | −3.0 pts | 28.2% |
| 2023 | 34.8% | −8.0 pts | 42.8% |
| 2022 | -3.1% | −5.8 pts | 2.7% |
| 2021 | 70.9% | +5.9 pts | 65.0% |
| 2020 | 34.2% | +2.1 pts | 32.1% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.73%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.42%
- Brokerage
- 0.01%
- Transaction charges
- 0.00%
- Statutory levies
- 0.29%
- Exit load
- Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY Smallcap 250 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | -1.04 | 7.64 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.86 | 0.90 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.39 | 0.82 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.56 | 1.18 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 19.41 | 20.27 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Kotak Small Cap Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity99.0%
- Other0.9%
Market cap split
- Large7.2%
- Mid16.8%
- Small76.0%
- P/E
- 33.58
- P/B
- 4.18
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Aster DM Quality Care Ltd. | Healthcare | 4.29% | ₹844 Cr | +4.63% | +4.56% | +4.04% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | 4.21% | ₹828 Cr | +4.04% | +3.49% | +3.12% |
| Sansera Engineering Ltd. | Automobile | 4.15% | ₹817 Cr | +3.34% | +3.63% | +2.04% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 3.25% | ₹639 Cr | +3.60% | +3.73% | +3.50% |
| Kalpataru Projects International Ltd. | Capital Goods | 2.54% | ₹500 Cr | +2.62% | +2.63% | +2.48% |
| Minda Corporation Ltd. | Automobile | 2.39% | ₹471 Cr | +2.32% | +1.79% | +1.45% |
| Century Plyboards (India) Ltd. | Materials | 2.25% | ₹442 Cr | +2.53% | +2.54% | +2.83% |
| Five-Star Business Finance Ltd. | Financial | 2.12% | ₹416 Cr | +1.74% | +1.44% | +0.95% |
| Shriram Finance Ltd | Financial | 2.03% | ₹400 Cr | +1.92% | +2.04% | +0.82% |
| Ajanta Pharma Ltd. | Healthcare | 1.99% | ₹391 Cr | +1.88% | +2.16% | +1.73% |
| Garware Technical Fibres Ltd. | Textiles | 1.96% | ₹386 Cr | +1.72% | +1.83% | +2.09% |
| Happy Forgings Ltd. | Metals & Mining | 1.95% | ₹384 Cr | +1.24% | +1.26% | +0.82% |
| ICICI Bank Ltd. | Financial | 1.95% | ₹383 Cr | +1.86% | +1.42% | +0.93% |
| Metropolis Healthcare Ltd. | Healthcare | 1.89% | ₹372 Cr | +1.99% | +1.70% | +1.63% |
| Brigade Enterprises Ltd. | Construction | 1.83% | ₹360 Cr | +1.51% | +1.69% | +2.17% |
| Techno Electric & Engineering Company Ltd. | Capital Goods | 1.82% | ₹358 Cr | +2.21% | +2.53% | +3.19% |
| Cyient Ltd. | Technology | 1.81% | ₹356 Cr | +1.69% | +1.80% | +2.38% |
| KFin Technologies Ltd. | Financial | 1.54% | ₹303 Cr | +1.19% | +1.08% | +1.11% |
| Balrampur Chini Mills Ltd. | Consumer Staples | 1.53% | ₹302 Cr | +1.26% | +1.21% | +1.33% |
| V-Mart Retail Ltd. | Services | 1.51% | ₹298 Cr | +1.32% | +1.15% | +1.49% |
| Aditya Infotech Ltd. | Communication | 1.47% | ₹290 Cr | +1.32% | +0.82% | — |
| Alembic Pharmaceuticals Ltd. | Healthcare | 1.45% | ₹286 Cr | +1.42% | +1.45% | +1.83% |
| Axis Bank Ltd. | Financial | 1.44% | ₹284 Cr | +1.58% | +1.62% | +0.56% |
| BEML Ltd. | Capital Goods | 1.44% | ₹283 Cr | +1.41% | +1.45% | +1.60% |
| Aptus Value Housing Finance India Ltd. | Financial | 1.43% | ₹282 Cr | +1.66% | +1.42% | — |
| V-Guard Industries Ltd. | Consumer Discretionary | 1.41% | ₹278 Cr | +1.38% | +1.49% | +1.66% |
| Ujjivan Small Finance Bank Ltd. | Financial | 1.37% | ₹269 Cr | +1.10% | +0.10% | — |
| Carborundum Universal Ltd. | Metals & Mining | 1.34% | ₹263 Cr | +1.37% | +1.28% | +1.42% |
| Devyani International Ltd. | Services | 1.32% | ₹261 Cr | +1.22% | +1.29% | +1.02% |
| R R Kabel Ltd. | Consumer Discretionary | 1.31% | ₹257 Cr | +1.15% | +0.92% | +0.66% |
| Ratnamani Metals & Tubes Ltd. | Metals & Mining | 1.27% | ₹249 Cr | +1.35% | +1.37% | +1.28% |
| Jubilant Ingrevia Ltd. | Chemicals | 1.24% | ₹245 Cr | +1.32% | +1.26% | +1.45% |
| 360 One Wam Ltd. | Financial | 1.23% | ₹242 Cr | +0.97% | +0.46% | — |
| Medplus Health Services Ltd. | Healthcare | 1.22% | ₹241 Cr | +1.80% | +1.80% | +1.72% |
| Vishal Mega Mart Ltd. | Services | 1.18% | ₹232 Cr | +1.43% | +1.46% | +2.25% |
| Avenue Supermarts Ltd. | Services | 1.11% | ₹219 Cr | +1.28% | +1.28% | +1.61% |
| INDO-MIM Ltd. | Capital Goods | 1.11% | ₹219 Cr | — | — | — |
| Sagility Ltd. | Services | 1.11% | ₹219 Cr | +1.07% | +1.09% | +0.78% |
| Bharti Hexacom Ltd. | Communication | 1.09% | ₹215 Cr | +1.17% | +1.33% | +1.42% |
| Mahindra Lifespace Developers Ltd. | Construction | 1.09% | ₹215 Cr | +1.10% | +1.25% | +1.17% |
| Schaeffler India Ltd. | Capital Goods | 1.04% | ₹205 Cr | +1.18% | +1.32% | +1.13% |
| Blue Star Ltd. | Consumer Discretionary | 1.03% | ₹203 Cr | +1.24% | +1.60% | +1.62% |
| Karur Vysya Bank Ltd. | Financial | 1.03% | ₹203 Cr | +0.93% | +1.11% | +0.28% |
| V.S.T. Tillers Tractors Ltd. | Automobile | 1.00% | ₹196 Cr | +1.16% | +1.54% | +1.36% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | 0.99% | ₹195 Cr | +1.31% | +1.27% | +0.13% |
| Mankind Pharma Ltd. | Healthcare | 0.98% | ₹193 Cr | +1.06% | +1.06% | +1.12% |
| Blue Dart Express Ltd. | Services | 0.97% | ₹191 Cr | +1.13% | +1.42% | +1.42% |
| Swiggy Ltd. | Services | 0.97% | ₹192 Cr | +0.70% | +0.86% | +0.87% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 0.96% | ₹188 Cr | +1.21% | +1.35% | +1.05% |
| Others | Others | 0.95% | ₹179 Cr | +0.66% | +0.38% | -0.10% |
| Home First Finance Company India Ltd. | Financial | 0.86% | ₹169 Cr | +0.87% | +0.80% | +0.87% |
| Shoppers Stop Ltd. | Services | 0.84% | ₹164 Cr | +0.85% | +0.77% | +1.32% |
| JK Cement Ltd. | Materials | 0.81% | ₹160 Cr | +0.91% | +1.05% | +1.24% |
| Somany Ceramics Ltd. | Materials | 0.80% | ₹158 Cr | +0.78% | +0.69% | +0.74% |
| ACME Solar Holdings Ltd. | Energy | 0.79% | ₹155 Cr | — | — | — |
| CMS Info Systems Ltd. | Services | 0.79% | ₹156 Cr | +1.13% | +1.06% | +0.95% |
| Bansal Wire Industries Ltd. | Metals & Mining | 0.74% | ₹146 Cr | +0.82% | +0.72% | +0.94% |
| Hawkins Cookers Ltd. | Consumer Discretionary | 0.73% | ₹144 Cr | +0.75% | +0.77% | +0.91% |
| Orient Electric Ltd. | Consumer Discretionary | 0.72% | ₹142 Cr | +0.84% | +0.87% | +0.77% |
| Rolex Rings Ltd | Capital Goods | 0.72% | ₹142 Cr | +0.69% | +0.98% | +0.96% |
| Dhanuka Agritech Ltd. | Chemicals | 0.66% | ₹130 Cr | +0.86% | +0.81% | +1.23% |
| Max Estates Ltd. | Construction | 0.66% | ₹131 Cr | +0.60% | +0.57% | +0.61% |
| Suraksha Diagnostic Ltd. | Healthcare | 0.63% | ₹123 Cr | +0.54% | +0.52% | +0.52% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 0.61% | ₹120 Cr | — | — | +0.94% |
| GR Infraprojects Ltd. | Construction | 0.60% | ₹119 Cr | +0.69% | +0.76% | +0.97% |
| Cello World Ltd. | Consumer Discretionary | 0.59% | ₹117 Cr | +0.69% | +0.82% | +0.95% |
| PVR Inox Ltd. | Services | 0.59% | ₹117 Cr | +0.52% | +0.58% | +0.62% |
| Capillary Technologies India Ltd. | Technology | 0.58% | ₹113 Cr | — | — | — |
| Sandhar Technologies Ltd. | Automobile | 0.57% | ₹113 Cr | +0.70% | +0.58% | +0.48% |
| Sheela Foam Ltd. | Consumer Discretionary | 0.54% | ₹107 Cr | +0.59% | +0.56% | +0.76% |
| Medi Assist Healthcare Services Ltd. | Services | 0.51% | ₹100 Cr | +0.63% | +0.67% | +0.55% |
| Atul Ltd. | Chemicals | 0.48% | ₹95.10 Cr | +0.57% | +0.59% | +0.53% |
| Angel One Ltd. | Financial | 0.47% | ₹92.06 Cr | +0.61% | +0.44% | — |
| Hexaware Technologies Ltd. | Technology | 0.45% | ₹89.08 Cr | +0.35% | +0.35% | +0.42% |
| WPIL Ltd. | Capital Goods | 0.44% | ₹85.78 Cr | +0.47% | +0.46% | +0.47% |
| Shadowfax Technologies Ltd. | Services | 0.43% | ₹84.85 Cr | — | — | — |
| company:5764 | Automobile | 0.36% | ₹71.63 Cr | — | — | — |
| Kewal Kiran Clothing Ltd. | Textiles | 0.23% | ₹46.12 Cr | +0.22% | +0.28% | +0.26% |
| Anand Rathi Share and Stock Brokers Ltd. | Financial | 0.14% | ₹27.31 Cr | +0.16% | +0.16% | — |
| Physicswallah Ltd. | Services | 0.10% | ₹20.57 Cr | +0.22% | +0.45% | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Lenskart Solutions Ltd. | 1.11% | 0.00% | -1.11% |
| Aster DM Quality Care Ltd. | 4.91% | 4.29% | -0.62% |
| Happy Forgings Ltd. | 1.39% | 1.95% | +0.56% |
| Sansera Engineering Ltd. | 3.68% | 4.15% | +0.47% |
| Cyient Ltd. | 1.36% | 1.81% | +0.45% |
| company:5764 | 0.00% | 0.36% | +0.36% |
| Krishna Institute of Medical Sciences Ltd | 3.59% | 3.25% | -0.34% |
| Vijaya Diagnostic Centre Ltd. | 3.87% | 4.21% | +0.34% |
| KFin Technologies Ltd. | 1.22% | 1.54% | +0.32% |
| Century Plyboards (India) Ltd. | 2.46% | 2.25% | -0.21% |
| Blue Star Ltd. | 1.23% | 1.03% | -0.20% |
| Devyani International Ltd. | 1.13% | 1.32% | +0.19% |
| Suraksha Diagnostic Ltd. | 0.45% | 0.63% | +0.18% |
| Balrampur Chini Mills Ltd. | 1.35% | 1.53% | +0.18% |
| Garware Technical Fibres Ltd. | 1.79% | 1.96% | +0.17% |
| Jubilant Ingrevia Ltd. | 1.41% | 1.24% | -0.17% |
| Max Estates Ltd. | 0.50% | 0.66% | +0.16% |
| Brigade Enterprises Ltd. | 1.68% | 1.83% | +0.15% |
| Others | 0.05% | -0.10% | -0.15% |
| Rolex Rings Ltd | 0.57% | 0.72% | +0.15% |
| Crompton Greaves Consumer Electricals Ltd. | 1.14% | 0.99% | -0.15% |
| Sheela Foam Ltd. | 0.69% | 0.54% | -0.15% |
| Aptus Value Housing Finance India Ltd. | 1.56% | 1.43% | -0.13% |
| Five-Star Business Finance Ltd. | 2.25% | 2.12% | -0.13% |
| Mahindra Lifespace Developers Ltd. | 1.22% | 1.09% | -0.13% |
| Ajanta Pharma Ltd. | 2.10% | 1.99% | -0.11% |
| Medplus Health Services Ltd. | 1.33% | 1.22% | -0.11% |
| Kalpataru Projects International Ltd. | 2.43% | 2.54% | +0.11% |
| Ujjivan Small Finance Bank Ltd. | 1.48% | 1.37% | -0.11% |
| Ratnamani Metals & Tubes Ltd. | 1.17% | 1.27% | +0.10% |
| CMS Info Systems Ltd. | 0.89% | 0.79% | -0.10% |
| Capillary Technologies India Ltd. | 0.48% | 0.58% | +0.10% |
| Blue Dart Express Ltd. | 1.06% | 0.97% | -0.09% |
| INDO-MIM Ltd. | 1.02% | 1.11% | +0.09% |
| JK Cement Ltd. | 0.90% | 0.81% | -0.09% |
| BEML Ltd. | 1.35% | 1.44% | +0.09% |
| Bharti Hexacom Ltd. | 1.18% | 1.09% | -0.09% |
| V-Guard Industries Ltd. | 1.33% | 1.41% | +0.08% |
| Hawkins Cookers Ltd. | 0.80% | 0.73% | -0.07% |
| ICICI Lombard General Insurance Company Ltd. | 1.03% | 0.96% | -0.07% |
| Metropolis Healthcare Ltd. | 1.96% | 1.89% | -0.07% |
| Somany Ceramics Ltd. | 0.73% | 0.80% | +0.07% |
| Techno Electric & Engineering Company Ltd. | 1.89% | 1.82% | -0.07% |
| Mankind Pharma Ltd. | 1.04% | 0.98% | -0.06% |
| Minda Corporation Ltd. | 2.45% | 2.39% | -0.06% |
| R R Kabel Ltd. | 1.37% | 1.31% | -0.06% |
| Schaeffler India Ltd. | 1.10% | 1.04% | -0.06% |
| V-Mart Retail Ltd. | 1.45% | 1.51% | +0.06% |
| V.S.T. Tillers Tractors Ltd. | 1.06% | 1.00% | -0.06% |
| Dhanuka Agritech Ltd. | 0.72% | 0.66% | -0.06% |
| Medi Assist Healthcare Services Ltd. | 0.57% | 0.51% | -0.06% |
| ACME Solar Holdings Ltd. | 0.74% | 0.79% | +0.05% |
| Atul Ltd. | 0.53% | 0.48% | -0.05% |
| Home First Finance Company India Ltd. | 0.91% | 0.86% | -0.05% |
| ICICI Bank Ltd. | 2.00% | 1.95% | -0.05% |
| Swiggy Ltd. | 1.02% | 0.97% | -0.05% |
| Avenue Supermarts Ltd. | 1.16% | 1.11% | -0.05% |
| Sagility Ltd. | 1.07% | 1.11% | +0.04% |
| Shoppers Stop Ltd. | 0.88% | 0.84% | -0.04% |
| Shriram Finance Ltd | 1.99% | 2.03% | +0.04% |
| Angel One Ltd. | 0.50% | 0.47% | -0.03% |
| Bansal Wire Industries Ltd. | 0.77% | 0.74% | -0.03% |
| GR Infraprojects Ltd. | 0.63% | 0.60% | -0.03% |
| Karur Vysya Bank Ltd. | 1.06% | 1.03% | -0.03% |
| Torrent Pharmaceuticals Ltd. | 0.64% | 0.61% | -0.03% |
| Hexaware Technologies Ltd. | 0.48% | 0.45% | -0.03% |
| WPIL Ltd. | 0.47% | 0.44% | -0.03% |
| Aditya Infotech Ltd. | 1.45% | 1.47% | +0.02% |
| Axis Bank Ltd. | 1.42% | 1.44% | +0.02% |
| Physicswallah Ltd. | 0.12% | 0.10% | -0.02% |
| Alembic Pharmaceuticals Ltd. | 1.44% | 1.45% | +0.01% |
| Carborundum Universal Ltd. | 1.33% | 1.34% | +0.01% |
| Cello World Ltd. | 0.60% | 0.59% | -0.01% |
| Orient Electric Ltd. | 0.73% | 0.72% | -0.01% |
| PVR Inox Ltd. | 0.58% | 0.59% | +0.01% |
| Shadowfax Technologies Ltd. | 0.42% | 0.43% | +0.01% |
| Vishal Mega Mart Ltd. | 1.19% | 1.18% | -0.01% |
| Kewal Kiran Clothing Ltd. | 0.24% | 0.23% | -0.01% |
| 360 One Wam Ltd. | 1.23% | 1.23% | 0.00% |
| Anand Rathi Share and Stock Brokers Ltd. | 0.14% | 0.14% | 0.00% |
| Sandhar Technologies Ltd. | 0.57% | 0.57% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹12,460 Cr | 2.03% | 24.3% | 14.4% | 19.9% |
 Bandhan Small Cap Fund | ₹34,176 Cr | 1.72% | 14.2% | 13.0% | 20.3% |
 Invesco India Small Cap Fund | ₹15,744 Cr | 1.83% | 16.8% | 13.1% | 18.5% |
 Mahindra Manulife Small Cap Fund | ₹5,468 Cr | 2.20% | 20.2% | 11.7% | — |
 ITI Small Cap Fund | ₹3,603 Cr | 2.22% | 26.6% | 15.2% | 20.3% |
 Bank of India Small Cap Fund | ₹3,307 Cr | 2.17% | 43.6% | 18.9% | 20.5% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
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 managers
- Harish BihaniMr. Bihani has done MBA in FinancePrior to joining Kotak Mutual Fund, he has worked with ICICI Prudential Mutual Fund, SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months19.23% absolute | ₹60,000 | ₹71,538 | 19.23% | |
| 1 year3.61% annualised | ₹1,20,000 | ₹1,22,373 | 1.98% | |
| 3 years10.30% annualised | ₹3,60,000 | ₹4,23,332 | 17.59% | |
| 5 years10.45% annualised | ₹6,00,000 | ₹7,90,474 | 31.75% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Kotak Small Cap Fund?
The NAV of Kotak Small Cap Fund is ₹267.17 as on 1 Oct 2026.
What is the expense ratio of Kotak Small Cap Fund?
The expense ratio of Kotak Small Cap Fund is 1.73% per year.
What is the minimum SIP amount for Kotak Small Cap Fund?
You can start a SIP in Kotak Small Cap Fund with ₹3,000 a month.
What returns has Kotak Small Cap Fund given?
Kotak Small Cap Fund has returned 10.6% over 1 year, 5.5% over 3 years and 10.3% over 5 years (annualised).
Is there a lock-in or exit load on Kotak Small Cap Fund?
Lock-in: None. Exit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
How risky is Kotak Small Cap Fund?
Kotak Small Cap Fund is rated Very High on the SEBI riskometer and belongs to the Small Cap category.
Which fund house manages Kotak Small Cap Fund?
Kotak Small Cap Fund is managed by Kotak Mahindra Mutual Fund, which runs 95 schemes with ₹6,09,561 Cr under management.