
Kotak Small Cap Fund(G)-Direct Plan
+10.47%
5Y annualised
+10.47%
5Y annualised
-1.73% 1D
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Buy, Hold or Sell?
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NAV : 23 Oct 2026
₹298.04
Min. SIP amount
₹100
Fund size (AUM)
19141 Cr
Expense ratio
0.53%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
NAV : 23 Oct 2026
₹298.04
Min. SIP amount
₹100
Fund size (AUM)
19141 Cr
Expense ratio
0.53%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
6.78%
Mid Cap
9.67%
Small Cap
80.34%
Others
3.21%
Sector Allocation
Healthcare
18.43%
Automobile & Ancillaries
12.69%
Finance
7.88%
Domestic Equities
6.12%
Bank
5.59%
Retailing
5.54%
Infrastructure
5.06%
Construction Materials
3.82%
Others
34.76%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Harish Bihani
Present
Similar/Peer Fund Comparison
Bank of India Small Cap Fund(G)-Direct Plan
TRUSTMF Small Cap Fund(G)-Direct Plan
DSP Small Cap Fund(G)-Direct Plan
Motilal Oswal Small Cap Fund(G)-Direct Plan
Union Small Cap Fund(G)-Direct Plan
ITI Small Cap Fund(G)-Direct Plan
LIC MF Small Cap Fund(G)-Direct Plan
Aditya Birla SL Small Cap Fund(G)-Direct Plan
FAQs
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