Kotak Small Cap Fund Direct-Growth is an equity mutual fund offering from Kotak Mahindra Mutual Fund. The fund has an AUM of ₹18,286.76 crores and the current NAV is ₹313.143 as of October 26, 2024.
The Kotak Small Cap Fund’s return performance during the last year has been 41.26%, 74.56% in the previous three years, and 926.13% since the scheme’s debut.
Kotak Small Cap Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -6.59% | -6.53% |
| 3 months | -1.63% | -1.4% |
| 6 months | 16.96% | 12.35% |
| 1 year | 41.26% | 41.8% |
| 3 years | 19.65% | 22.74% |
| 5 years | 32.33% | 32.28% |
| 10 years | 21.43% | 20.16% |
Kotak Small Cap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Cyient Ltd.
|
Technology | Equity | 3.27% |
|
Techno Electric & Engineering Company Ltd.
|
Capital Goods | Equity | 3.12% |
|
Century Plyboards (India) Ltd.
|
Consumer Staples | Equity | 3.09% |
|
Blue Star Ltd.
|
Consumer Discretionary | Equity | 2.95% |
|
Ratnamani Metals & Tubes Ltd.
|
Metals & Mining | Equity | 2.67% |
Sector Allocation in Kotak Small Cap Fund
| Sector | Percentage | Value (₹ Cr) |
|---|---|---|
| Capital Goods | 12.82% | 2,344.36 |
| Healthcare | 12.69% | 2,320.59 |
| Consumer Discretionary | 11.11% | 2,031.66 |
| Services | 10.71% | 1,958.51 |
| Materials | 8.41% | 1,537.92 |
| Others | 44.26% | 8,093.72 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
