Investment type
Kotak Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by Kotak Mahindra Mutual Fund. It was launched on 05 Aug 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹18,031 Crores. The expense ratio is 0.53%.
This fund generated returns of -3.24% in the last 1 year. Since its inception, it has provided an average annual return of 20.26%.
The fund's investments are mainly concentrated in sectors like Consumer Durables, Healthcare Services, Industrial Products, Auto Components and Pharmaceuticals & Biotech.
The top five holdings in this fund include prominent companies such as Aster DM Health., TREPS, Techno Elec.Engg, Krishna Institu. and Century Plyboard.
To generate capital appreciation from a diversified portfolio of equity and equity related securities.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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