Category: Equity: Small Cap: Launch Date: 24-02-2005: Asset Class: Equity: Benchmark: NIFTY SMALLCAP 100 TRI Expense Ratio: 2.14% As on (30-11-2020) Status: Open Ended Schemes: Minimum Investment: 5000.0: Minimum Topup: 1000.0: Total Assets: 2,372.01 Cr As on (31-12-2020) Turn over: … SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? If the fund size is too small than fund may not get enough resources to put into research and management. PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth. The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. 1 is/are ranked 2 * , Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Kotak Small CAP Fund Direct Growth Blogs, Comments and Archive News on Economictimes.com So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. All rights reserved. Kotak Small Cap Fund - Direct Plan 4 Value Research 16382 218-16382 Kotak Mahindra Mutual Fund The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. At the same time, these investors should also be ready for possibility of higher losses in their investments. Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. - %CAGR . Kotak Midcap is renamed as Kotak Small Cap Fund with effect from 25th May 2018 TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). However if right most red scale is selected, then there is high risk of negative returns on your investment. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. Scheme Inception date is 24/02/2005. Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. predominantly in small cap Stocks. Entry Load - NIL. Kotak Small Cap Fund Direct Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Within 1 Year - 1%. `. With Effect from 25th May 2018, the Benchmark is changed to Nifty Small Cap 50 TRI. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. Important in deciding if it is a right fund for you. Here is all what you need to know about small cap funds. is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. After the re-categorisation in May 2018, it became a small-cap fund and the allocation in the small-cap stocks was increased significantly. Previously called: Kotak Mid-Cap Direct-G. NAV as of Jan 19, 2021. ₹ 113.652 1.34 % 1 Day Change. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for very high returns. switches, Additional Investment:Rs.1000 & in multiples of 1, Ideal Investments Horizon:3 Years and above, i) For redemption/ switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil, ii) If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%, iii) If units are redeemed or switched out on or after 1 year from the date of allotment: Nil, iv) Any exit load charged (net off Goods and Services Tax, if any) shall be credited back to the respective Scheme. Reproduction of news articles, photos, videos or any other content in whole or in part in any form Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization). Kotak Small Cap Fund Growth - Adventurous Ride full of Rewards. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Source: ICRA MFI Explorer. Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Kotak Small Cap Fund(G) – Explore latest information and updates on Kotak Small Cap Fund(G) including performance, dividends, portfolio, investment details, etc. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. Kotak Small Cap Fund - Regular Plan. Office: Centre Point, Unit No.301, 3rd Floor, Dr. B. Ambedkar Road, Parel, Mumbai-400012 CIN no. Small Cap Fund :Small Cap Fund : Fund has 98.03% investment in indian stocks of which 2.35% is in large cap stocks, 17.03% is in mid cap stocks, 72.2% in small cap stocks. Different plans have different expense structure. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Please provide your details, we will connect with you, One Time Password (OTP) has been sent to your mobile,please enter the same here to authenticate, Thanks for sharing your details.We will connect with you shortly, This open ended fund Scheme is suitable for investors seeking*, *Investors should consult their financial advisors if in doubt about whether the product is suitable for them, Please wait while we are fetching the data, If you would have invested You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. Kotak Emerging Equity Scheme Vs Kotak Small Cap Fund Updated on December 26, 2020 , 321 views. The above simulation is for illustration purpose only. Scheme Inception date is 24/02/2005. Kotak Small Cap Fund - Regular Plan: Portfolio Quality Analysis helps you to decide, if it is right Fund for you based on Underlying Asset Quality, Cap-Quality Analysis, comparison with Benchmark, Top 10 Holdings (%), Sector wise exposure. The investment objective of Kotak Smallcap is to generate capital appreciation from a diversified portfolio of equity & equity related securities. Scheme Inception : - February 24,2005. The above graph shows the movement of a specified amount vis-à-vis benchmark and additional benchmark in the specified time period (last business day of the selected month) chosen by the investor. Here is all what you need to know about small cap funds. 20.57%. Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. Graph showing the number of times investment has increased/decreased in each asset class over the period. Kotak Mutual Fund provides investment solutions for every need. Launch Date. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Kotak Emerging Equities Scheme is a mid-cap scheme and Kotak Small Cap Fund belongs to the small-cap category of Equity Funds.These schemes are offered by the same fund house, that is, Kotak Mutual Fund. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Kotak Small Cap Fund - Growth Expense Ratio is 65% lower than other schemes in the category . Kotak Small Cap Fund Direct - Growth is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Pankaj Tibrewal.It has an AUM of ₹2,372.01 Crores and the latest NAV decalared is … Invest now! For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. Copyright 2021 Kotak Asset Management. 2.26% Fund Status. Regd. Kotak Small Cap Fund. - CAGR, Kotak Smallcap FundVS Kotak Small Cap Fund(G): Avail Best Online Investment with Kotak Small Cap Fund(G). Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. Graph showing the number of times investment has increased/decreased in each asset class over the period. View more Kotak Small Cap Fund - Regular Plan: Portfolio Quality Analysis helps you to decide, if it is right Fund for you based on Underlying Asset Quality, Cap-Quality Analysis, comparison with Benchmark, Top 10 Holdings (%), Sector wise exposure. Get latest nav, returns, performance & portfolio of Kotak Small Cap Fund(G). Small Cap Mutual Funds | Kotak Securities® Source: AMFI website, PPF, RBI and MCX For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. As with any investment in securities, the NAV of the units issued under the schemes can go up or down depending on various factors and forces affecting capital markets. Point, unit No.301, 3rd Floor, Dr. B. Ambedkar Road, Parel, CIN... Period have been reinvested in the kotak small cap fund Cap Fund Growth of ₹1,811.49 crore for 1Yr 3Yrs! If it is deducted from the list below or future outlook on the Economic.! Year: CAGR ( Compounded Annualised Growth Rate ) high kotak small cap fund resources to put into research Management. Distributor ) View more | 2, any reason for PGIM Balanced Fund only if Fund. 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