
Kotak Small Cap Fund(G)-Direct Plan
+12.29%
5Y annualised
+12.29%
5Y annualised
+1.00% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 17 Sep 2026
₹323.25
Min. SIP amount
₹100
Fund size (AUM)
19678 Cr
Expense ratio
0.53%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
NAV : 17 Sep 2026
₹323.25
Min. SIP amount
₹100
Fund size (AUM)
19678 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
7.15%
Mid Cap
9.85%
Small Cap
80.55%
Others
2.45%
Sector Allocation
Healthcare
18.66%
Automobile & Ancillaries
12.19%
Finance
8.28%
Bank
5.79%
Retailing
5.66%
Domestic Equities
5.42%
Infrastructure
4.96%
Business Services
3.95%
Others
34.98%
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
TRUSTMF Small Cap Fund(G)-Direct Plan
Bank of India 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
Aditya Birla SL Small Cap Fund(G)-Direct Plan
DSP Small Cap Fund(G)-Direct Plan
Mahindra Manulife Small Cap Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
