How to Invest in Kotak Small Cap Fund Direct Growth?

You can easily invest in Kotak Small Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Kotak Small Cap Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Kotak Small Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Kotak Small Cap Fund Direct Growth provide?

The Kotak Small Cap Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 28.15% since its inception.

How much expense ratio is charged by Kotak Small Cap Fund Direct Growth?

The term Expense Ratio used for Kotak Small Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Kotak Small Cap Fund Direct Growth is 0.44% as of 04 Dec 2023...

What is the AUM of Kotak Small Cap Fund Direct Growth?

The AUM, short for Assets Under Management of Kotak Small Cap Fund Direct Growth is ₹12,162.88Cr as of 04 Dec 2023.

How to Redeem Kotak Small Cap Fund Direct Growth?

If you want to sell your Kotak Small Cap Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Kotak Small Cap Fund Direct Growth?

You can select either SIP or Lumpsum investment of Kotak Small Cap Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Kotak Small Cap Fund Direct Growth?

The NAV of Kotak Small Cap Fund Direct Growth is ₹242.44 as of 01 Dec 2023.

What is the PE and PB ratio of Kotak Small Cap Fund Direct Growth?

The PE ratio ratio of Kotak Small Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Kotak Small Cap Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Kotak Small Cap Fund Direct Growth
Equity
Small Cap
Very High Risk
32.70%
3Y annualised
+0.70% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹242.44
Min. SIP amount₹100
Rating4
Fund size₹12,162.88Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.1%32.7%27.1%20.9%
Category average33.8%33.5%23.9%NA
Rank with in category25185NA
Understand terms
Holdings (75)NameSectorInstrumentAssets
Cyient Ltd.
TechnologyEquity3.9%
Carborundum Universal Ltd.
Metals & MiningEquity3.5%
Ratnamani Metals & Tubes Ltd.
Metals & MiningEquity3.3%
Century Plyboards (India) Ltd.
Consumer StaplesEquity3.2%
Blue Star Ltd.
Consumer DiscretionaryEquity3.0%
Galaxy Surfactants Ltd.
ChemicalsEquity2.9%
Blue Dart Express Ltd.
ServicesEquity2.3%
Garware Technical Fibres Ltd.
TextilesEquity2.3%
Alembic Pharmaceuticals Ltd.
HealthcareEquity2.3%
Solar Industries India Ltd.
ChemicalsEquity2.3%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Small Cap
Pros
Cons
5Y and 10Y annualised returns higher than category average
Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher alpha: 5.84
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y 
Lower expense ratio: 0.44%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
27 Nov 2023 - Present
0.44%
26 Nov 2023 - 27 Nov 2023
0.44%
25 Nov 2023 - 26 Nov 2023
0.44%
24 Nov 2023 - 25 Nov 2023
0.44%
23 Nov 2023 - 24 Nov 2023
0.44%
22 Nov 2023 - 23 Nov 2023
0.44%
21 Nov 2023 - 22 Nov 2023
0.44%
20 Nov 2023 - 21 Nov 2023
0.44%
19 Nov 2023 - 20 Nov 2023
0.44%
18 Nov 2023 - 19 Nov 2023
0.44%
17 Nov 2023 - 18 Nov 2023
0.44%
16 Nov 2023 - 17 Nov 2023
0.44%
15 Nov 2023 - 16 Nov 2023
0.44%
14 Nov 2023 - 15 Nov 2023
0.44%
13 Nov 2023 - 14 Nov 2023
0.44%
12 Nov 2023 - 13 Nov 2023
0.44%
11 Nov 2023 - 12 Nov 2023
0.44%
10 Nov 2023 - 11 Nov 2023
0.44%
09 Nov 2023 - 10 Nov 2023
0.44%
08 Nov 2023 - 09 Nov 2023
0.44%
07 Nov 2023 - 08 Nov 2023
0.44%
06 Nov 2023 - 07 Nov 2023
0.44%
05 Nov 2023 - 06 Nov 2023
0.44%
04 Nov 2023 - 05 Nov 2023
0.44%
03 Nov 2023 - 04 Nov 2023
0.44%
02 Nov 2023 - 03 Nov 2023
0.44%
01 Nov 2023 - 02 Nov 2023
0.44%
31 Oct 2023 - 01 Nov 2023
0.44%
30 Oct 2023 - 31 Oct 2023
0.44%
29 Oct 2023 - 30 Oct 2023
0.44%
28 Oct 2023 - 29 Oct 2023
0.44%
27 Oct 2023 - 28 Oct 2023
0.44%
26 Oct 2023 - 27 Oct 2023
0.44%
25 Oct 2023 - 26 Oct 2023
0.44%
24 Oct 2023 - 25 Oct 2023
0.44%
23 Oct 2023 - 24 Oct 2023
0.44%
22 Oct 2023 - 23 Oct 2023
0.44%
21 Oct 2023 - 22 Oct 2023
0.44%
20 Oct 2023 - 21 Oct 2023
0.44%
19 Oct 2023 - 20 Oct 2023
0.44%
18 Oct 2023 - 19 Oct 2023
0.44%
17 Oct 2023 - 18 Oct 2023
0.44%
16 Oct 2023 - 17 Oct 2023
0.41%
15 Oct 2023 - 16 Oct 2023
0.41%
14 Oct 2023 - 15 Oct 2023
0.41%
13 Oct 2023 - 14 Oct 2023
0.41%
12 Oct 2023 - 13 Oct 2023
0.41%
11 Oct 2023 - 12 Oct 2023
0.41%
10 Oct 2023 - 11 Oct 2023
0.41%
09 Oct 2023 - 10 Oct 2023
0.41%
08 Oct 2023 - 09 Oct 2023
0.41%
07 Oct 2023 - 08 Oct 2023
0.41%
06 Oct 2023 - 07 Oct 2023
0.41%
05 Oct 2023 - 06 Oct 2023
0.41%
04 Oct 2023 - 05 Oct 2023
0.41%
03 Oct 2023 - 04 Oct 2023
0.41%
02 Oct 2023 - 03 Oct 2023
0.41%
01 Oct 2023 - 02 Oct 2023
0.41%
30 Sep 2023 - 01 Oct 2023
0.41%
29 Sep 2023 - 30 Sep 2023
0.41%
28 Sep 2023 - 29 Sep 2023
0.41%
27 Sep 2023 - 28 Sep 2023
0.41%
26 Sep 2023 - 27 Sep 2023
0.41%
25 Sep 2023 - 26 Sep 2023
0.41%
24 Sep 2023 - 25 Sep 2023
0.41%
23 Sep 2023 - 24 Sep 2023
0.41%
22 Sep 2023 - 23 Sep 2023
0.41%
21 Sep 2023 - 22 Sep 2023
0.41%
20 Sep 2023 - 21 Sep 2023
0.41%
19 Sep 2023 - 20 Sep 2023
0.41%
18 Sep 2023 - 19 Sep 2023
0.41%
17 Sep 2023 - 18 Sep 2023
0.41%
16 Sep 2023 - 17 Sep 2023
0.41%
15 Sep 2023 - 16 Sep 2023
0.41%
14 Sep 2023 - 15 Sep 2023
0.41%
13 Sep 2023 - 14 Sep 2023
0.41%
12 Sep 2023 - 13 Sep 2023
0.43%
11 Sep 2023 - 12 Sep 2023
0.43%
10 Sep 2023 - 11 Sep 2023
0.43%
09 Sep 2023 - 10 Sep 2023
0.43%
08 Sep 2023 - 09 Sep 2023
0.43%
07 Sep 2023 - 08 Sep 2023
0.43%
06 Sep 2023 - 07 Sep 2023
0.43%
05 Sep 2023 - 06 Sep 2023
0.43%
04 Sep 2023 - 05 Sep 2023
0.43%
03 Sep 2023 - 04 Sep 2023
0.43%
02 Sep 2023 - 03 Sep 2023
0.43%
01 Sep 2023 - 02 Sep 2023
0.43%
31 Aug 2023 - 01 Sep 2023
0.43%
31 Jul 2023 - 31 Aug 2023
0.45%
30 Jun 2023 - 31 Jul 2023
0.45%
31 May 2023 - 30 Jun 2023
0.45%
30 Apr 2023 - 31 May 2023
0.55%
31 Mar 2023 - 30 Apr 2023
0.59%
28 Feb 2023 - 31 Mar 2023
0.59%
31 Jan 2023 - 28 Feb 2023
0.59%
31 Dec 2022 - 31 Jan 2023
0.59%
31 Dec 2022 - 31 Dec 2022
0.59%
31 Dec 2022 - 31 Dec 2022
0.59%
31 Dec 2022 - 31 Dec 2022
0.59%
30 Nov 2022 - 31 Dec 2022
0.59%
30 Nov 2022 - 30 Nov 2022
0.59%
30 Nov 2022 - 30 Nov 2022
0.59%
31 Oct 2022 - 30 Nov 2022
0.59%
31 Oct 2022 - 31 Oct 2022
0.59%
31 Oct 2022 - 31 Oct 2022
0.59%
31 Oct 2022 - 31 Oct 2022
0.59%
30 Sep 2022 - 31 Oct 2022
0.59%
30 Sep 2022 - 30 Sep 2022
0.59%
30 Sep 2022 - 30 Sep 2022
0.59%
31 Aug 2022 - 30 Sep 2022
0.59%
31 Aug 2022 - 31 Aug 2022
0.59%
31 Jul 2022 - 31 Aug 2022
0.59%
31 Jul 2022 - 31 Jul 2022
0.59%
30 Jun 2022 - 31 Jul 2022
0.59%
30 Jun 2022 - 30 Jun 2022
0.59%
31 May 2022 - 30 Jun 2022
0.49%
31 May 2022 - 31 May 2022
0.49%
30 Apr 2022 - 31 May 2022
0.49%
30 Apr 2022 - 30 Apr 2022
0.49%
31 Mar 2022 - 30 Apr 2022
0.49%
31 Mar 2022 - 31 Mar 2022
0.49%
28 Feb 2022 - 31 Mar 2022
0.49%
28 Feb 2022 - 28 Feb 2022
0.49%
31 Jan 2022 - 28 Feb 2022
0.49%
31 Jan 2022 - 31 Jan 2022
0.49%
31 Dec 2021 - 31 Jan 2022
0.49%
30 Nov 2021 - 31 Dec 2021
0.48%
31 Oct 2021 - 30 Nov 2021
0.47%
30 Sep 2021 - 31 Oct 2021
0.47%
31 Aug 2021 - 30 Sep 2021
0.48%
31 Jul 2021 - 31 Aug 2021
0.48%
30 Jun 2021 - 31 Jul 2021
0.52%
31 May 2021 - 30 Jun 2021
0.52%
30 Apr 2021 - 31 May 2021
0.57%
31 Mar 2021 - 30 Apr 2021
0.60%
28 Feb 2021 - 31 Mar 2021
0.60%
31 Jan 2021 - 28 Feb 2021
0.60%
31 Dec 2020 - 31 Jan 2021
0.62%
30 Nov 2020 - 31 Dec 2020
0.70%
31 Oct 2020 - 30 Nov 2020
0.70%
30 Sep 2020 - 31 Oct 2020
0.72%
31 Aug 2020 - 30 Sep 2020
0.72%
31 Jul 2020 - 31 Aug 2020
0.72%
30 Jun 2020 - 31 Jul 2020
0.80%
31 May 2020 - 30 Jun 2020
0.80%
30 Apr 2020 - 31 May 2020
0.90%
31 Mar 2020 - 30 Apr 2020
0.90%
29 Feb 2020 - 31 Mar 2020
0.90%
31 Jan 2020 - 29 Feb 2020
0.90%
31 Dec 2019 - 31 Jan 2020
0.90%
30 Nov 2019 - 31 Dec 2019
0.92%
31 Oct 2019 - 30 Nov 2019
0.92%
30 Sep 2019 - 31 Oct 2019
0.92%
31 Aug 2019 - 30 Sep 2019
0.92%
31 Jul 2019 - 31 Aug 2019
0.81%
30 Jun 2019 - 31 Jul 2019
0.81%
31 May 2019 - 30 Jun 2019
0.86%
30 Apr 2019 - 31 May 2019
0.86%
31 Mar 2019 - 30 Apr 2019
0.90%
28 Feb 2019 - 31 Mar 2019
0.97%
31 Jan 2019 - 28 Feb 2019
0.97%
31 Dec 2018 - 31 Jan 2019
1.21%
30 Nov 2018 - 31 Dec 2018
1.21%
31 Oct 2018 - 30 Nov 2018
1.21%
30 Sep 2018 - 31 Oct 2018
1.40%
31 Aug 2018 - 30 Sep 2018
1.40%
31 Jul 2018 - 31 Aug 2018
1.40%
30 Jun 2018 - 31 Jul 2018
1.40%
31 May 2018 - 30 Jun 2018
1.20%
30 Apr 2018 - 31 May 2018
1.20%
31 Mar 2018 - 30 Apr 2018
1.37%
28 Feb 2018 - 31 Mar 2018
1.17%
31 Jan 2018 - 28 Feb 2018
1.17%
31 Dec 2017 - 31 Jan 2018
1.20%
30 Nov 2017 - 31 Dec 2017
1.21%
31 Oct 2017 - 30 Nov 2017
1.23%
Expense ratio, exit load and taxExpense ratio: 0.44%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementArjun Khanna
Mar 2022 - Present
View details
Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Also manages these schemes
Kotak Emerging Equity Fund Direct Growth
Kotak Multi Asset Allocator FoF Dynamic Direct Growth
Kotak Global Emerging Market Fund Direct Growth
Kotak Bluechip Fund Direct Growth
Kotak Equity Opportunities Fund Direct Growth
Kotak Small Cap Fund Direct Growth
Kotak Flexicap Fund Direct Growth
Kotak Equity Savings Fund Direct Growth
Kotak Equity Hybrid Fund Direct Growth
Kotak Infrastructure and Economic Reform Fund Direct Growth
Kotak World Gold Fund Direct Growth
Kotak US Equity Fund Standard Direct Growth
Kotak Balanced Advantage Fund Direct Growth
Kotak Floating Rate Fund Direct Growth
Kotak Focused Equity Fund Direct Growth
Kotak Pioneer Fund Direct Growth
Kotak ESG Opportunities Fund Direct Growth
Kotak International REIT FOF Direct Growth
Kotak Nasdaq 100 FOF Direct Growth
Kotak Global Innovation FoF Direct Growth
Kotak Multicap Fund Direct Growth
Kotak Business Cycle Fund Direct Growth
Kotak Banking & Financial Services Fund Direct Growth
Kotak Quant Fund Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth
Kotak Consumption Fund Direct Growth
Harish Bihani
Oct 2023 - Present
View details
Education
Mr. Bihani has done MBA in Finance
Experience
Prior 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.
Also manages these schemes
Kotak Small Cap Fund Direct Growth
ICICI Prudential Smallcap Fund Direct Plan Growth
ICICI Prudential ELSS Tax Saver Direct Plan Growth
Kotak Pioneer Fund Direct Growth
Kotak Business Cycle Fund Direct Growth
ICICI Prudential Transportation and Logistics Fund Direct Growth
Fund house & investment objective
Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM₹2,85,392.44Cr
Date of Incorporation05 Aug 1994
 Kotak Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Pankaj Tibrewal is the Current Fund Manager of Kotak Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,85,392 Cr and the Latest NAV as of 01 Dec 2023 is ₹242.44.
The Kotak Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
;
Investment ObjectiveThe scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.
;
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
[email protected]
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Kotak Small Cap Fund Direct Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	28.1%	32.7%	27.1%	20.9%
Category average	33.8%	33.5%	23.9%	NA
Rank with in category	25	18	5	NA

Name	Sector	Instrument	Assets
Cyient Ltd.	Technology	Equity	3.9%
Carborundum Universal Ltd.	Metals & Mining	Equity	3.5%
Ratnamani Metals & Tubes Ltd.	Metals & Mining	Equity	3.3%
Century Plyboards (India) Ltd.	Consumer Staples	Equity	3.2%
Blue Star Ltd.	Consumer Discretionary	Equity	3.0%
Galaxy Surfactants Ltd.	Chemicals	Equity	2.9%
Blue Dart Express Ltd.	Services	Equity	2.3%
Garware Technical Fibres Ltd.	Textiles	Equity	2.3%
Alembic Pharmaceuticals Ltd.	Healthcare	Equity	2.3%
Solar Industries India Ltd.	Chemicals	Equity	2.3%

Rank (total assets)	#5 in India
Total AUM	₹2,85,392.44Cr

Date of Incorporation	05 Aug 1994

Fund benchmark	NIFTY Smallcap 250 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹100
Min. for 2nd investment onwards	₹100

Rating	4
Fund size	₹12,162.88Cr

Kotak Small Cap Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (75)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.44%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Arjun KhannaMar 2022 - PresentView details

Harish BihaniOct 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Arjun Khanna
Mar 2022 - Present
View details

Harish Bihani
Oct 2023 - Present
View details