2. Find out Kotak Small Cap Fund - Regular Plan asset allocation, Kotak Small Cap Fund - Regular Plan NAV range, Kotak Small Cap Fund - Regular Plan performance, returns and more. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. | This difference is because of commission paid to broker/distributor. Structure. Kotak Small Cap Fund - Regular Plan: Check Kotak Small Cap Fund - Regular Plan Review on The Economic Times. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. Please select your stock broker from the list below. 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. mid cap funds are the schemes that invest their fund money in stocks of companies … The above simulation is for illustration purpose only. Different plans have different expense structure. Kotak Small Cap Fund(G) – Explore latest information and updates on Kotak Small Cap Fund(G) including performance, dividends, portfolio, investment details, etc. SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Mahindra & Mahindra Financial Services Ltd. Security and Intelligence Services India Ltd, Listed/Awaiting Listing on Stock Exchange - Total, Investment in equity & equity related securities **Total Expense Ratio includes applicable B30 fee and GST. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. There are many reputed funds with track record and credibility? 1 Yr return. Within 1 Year - 1%. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. Longleaf Partners Small-Cap Fund, a Memphis-based fund under Southeastern Asset Management, recently released its Q3 2020 Investor Letter, a copy of which you can download here. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). call me for more details at 9833778887 (mutual fund distributor) Kotak Small Cap fund (G) Investment Objective . 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 … If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. Pankaj Tibrewal manages schemes such as Kotak Emerging Equity, Kotak Small Cap (Erstwhile Kotak Midcap Fund) and Kotak Equity Hybrid (Erstwhile Kotak Balance) at Kotak AMC You can add only funds from same category for comparison. Source: ICRA MFI Explorer. Standard Deviation is calculated on Annualised basis using 3 years history of the monthly returns. Copyright © e-Eighteen.com Ltd. All rights reserved. However if right most red scale is selected, then there is high risk of negative returns on your investment. While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. You will now receive notification when someone reply to this message. Get latest nav, returns, performance & portfolio of Kotak Small Cap Fund(G). NAV is declared once each day generally at the end of the day. Within 1 Year - 1% ... appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. The fund … XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows and taking the time of investment into consideration. | 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. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. There are many reputed funds with track record and credibility? 4 Value Research 2597 218-2597 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. Best smallcap fund for SIP. Kotak Small Cap Fund(D). What is a Small Cap Fund? 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. (I.e. since inception, you would have earned` -as Dividend. Structure. Back. The investment objective of Kotak Smallcap is to generate capital appreciation from a diversified portfolio of equity & equity related securities. Learn about Kotak Small Cap Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet Here is all what you need to know about small cap funds. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Invest online in Kotak Small Cap Fund(D) with FundsIndia. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Additional Benchmark 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). Higher the value means, fund has been able to give better returns for the amount of risk taken. Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. At the same time, these investors should also be ready for possibility of higher losses in their investments. In his earlier stint at Principal Mutual Fund, Pankaj managed schemes like Principal Emerging Bluechip, Principal Tax Saver and MIPs. Direct - … since inception, it would have become` - i.e. The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities by investing predominantly in mid and small cap companies. Webinar Presented by Knowlarity & Freshworks, BOI AXA Small Cap Fund - Regular Plan - Growth, Canara Robeco Small Cap Fund - Regular Plan - Growth, Principal Small Cap Fund - Regular Plan - Growth, Edelweiss Small Cap Fund - Regular Plan - Growth, DSP Small Cap Fund - Regular Plan - Growth, Union Small Cap Fund - Regular Plan - Growth, See better buying opportunities in 1-2 months: Nilesh Shah, Nilesh Shah explains: Why SIP is the best investing tool, Base case for Indian eco strong; like cap goods: Kotak Mah AMC. Kotak Small CAP Fund Direct Growth Latest Breaking News, Pictures, Videos, and Special Reports from The Economic Times. 49.568 103.964 1. at FinancialExpress.com Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. The above simulation is for illustration purpose only. For performance in SEBI format please refer performance section. Entry Load - NIL. How is Kotak Small cap Fund. Mr. Pankaj Tibrewal has been managing the fund since 21/01/2010. -, Kotak Smallcap FundVS Different plans have different expense structure. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. Kotak Small Cap fund (G) is a small cap equity fund and has delivered an annualised return of 15.4% over a period of 15 years .The fund was previously known as Kotak Midcap Reg Gr.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Pankaj Tibrewal. ## Risk rate assumed to be 3.51% (FBIL Overnight MIBOR rate as on 31 December 2020). Updated Schemes ? These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization). See all funds managed by Mr. Pankaj Tibrewal, Equity & Equity related (Listed/Awaiting listing on Stock Exchange), Techno Electric & Engineering Company Limited. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. 1 Year is assumed as 365 days. Small-cap mutual funds are funds that invest in companies with smaller capitalisation which is less than Rs 500 crore. Get latest nav, returns, performance & portfolio of Kotak Small Cap Fund(D). 12.57 … NIFTY Smallcap 50 TRI Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. Kotak Small Cap Fund (Erstwhile Kotak Midcap Scheme) Kotak Small Cap Fund (earlier known as Kotak Midcap scheme) is a part of Kotak Mutual Fund and was launched on February 24, 2005. Launch Date. Small cap fund - An open-ended equity scheme predominantly investing in small cap stocks Investment Objective The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. predominantly in small cap Stocks. INR 5000 1 Kotak Small Cap Fund Direct-Growth 4 5 Value Research Equity Small Cap. Small Cap Mutual Funds | Kotak Securities® Feb 24, 2005 Expense Ratio . Is SBI Small cap Fund direct growth good. The investment objective of Kotak Smallcap is to generate capital appreciation from a diversified portfolio of equity & equity related securities. If number of stars are higher then relative performance was better. It was launched on 01-Jan-2013 and currently has an AUM of ₹1,811.49 crore. PPF All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Invest now! Kotak Small Cap Fund. Small Cap. NIFTY Smallcap 50 TRI, This open ended fund Scheme is suitable for investors seeking, Options: Dividend Payout, DividendReinvestment & Growth (applicable for allplans), Initial Investment:Rs.5000 and in multiple of Rs.1 for purchase and for 0.01 for Should I invest in smallcap fund. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Compare top 10 best small cap funds to earn higher returns on your savings. 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: … or medium without express writtern permission of moneycontrol.com is prohibited. Kotak Small Cap Fund is an aggressive scheme which was previously called Kotak Mid Cap Fund as it belonged to the mid-cap category. 18 is/are ranked 3 * , is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. If you had invested ` 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. He also featured in the top 10 fund managers in Economic Times (Morning Star) in 2016 and 2017. Learn about Kotak Small Cap Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet Reproduction of news articles, photos, videos or any other content in whole or in part in any form Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. Kotak Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund.This scheme was made available to investors on 24 Feb 2005.Pankaj Tibrewal is the Current Fund Manager of Kotak Small Cap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,372 Cr and the Latest NAV as of 18 Jan 2021 is ₹101.31. You can read more about ranking methodology. Easy investment process. | Investment Objective . FD. Should I invest in Kotak Small cap Fund direct growth. 2 is/are ranked 5 * , Expense Ratio. 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. Check Kotak Small Cap Fund(G) performance and growth chart, quaterly and annual fund returns and complete track record of Kotak Small Cap Fund(G) at FinancialExpress.com You will be allocated number of units based on this price. Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. PPF interest rate is taken from (http://www.publicprovidentfund.com/) Copyright 2021 Kotak Asset Management. call me for more details at 9833778887 (mutual fund distributor), is it good to invest in pgim balanced fund and can it beat nifty 50 index 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. Kotak Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund.This scheme was made available to investors on 24 Feb 2005.Pankaj Tibrewal is the Current Fund Manager of Kotak Small Cap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,372 Cr and the Latest NAV as of 18 Jan 2021 is ₹101.31. 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? Lower expense ratio leads to higher returns for investors. Small Cap. Kotak Small Cap Fund is a Equity - Small cap Fund fund and belongs to Kotak Mahindra Mutual Fund. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for very high returns. Can anyone suggest good international mutual fund to invest? NIFTY Smallcap 50 TRI Wellington Management Funds include European-domiciled UCITS and non-UCITS funds as well as specific fund families domiciled outside of Europe. The essence is … VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. All rights reserved. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. 2.11%. The scheme predominantly invests in companies in the small cap market capitalization segment across sectors. Past performance of the scheme does not indicate the future performance of the schemes. This is the annual fees, fund charges you to manage your money. With Effect from 25th May 2018, the Benchmark is changed to Nifty Small Cap 50 TRI. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. 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. 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 20.57%. View more Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. `. Find out Kotak Small Cap Fund - Direct Plan asset allocation, Kotak Small Cap Fund - Direct Plan NAV range, Kotak Small Cap Fund - Direct Plan performance, returns and more. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. N.A stands for data not available. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. Is it right time to invest in smallcap fund. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. and 60 schemes are not ranked. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Kotak Small Cap Fund - Growth Expense Ratio is 65% lower than other schemes in the category . Treynor's ratio indicates how much excess return was generated for each unit of risk taken. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. According to the SEBI regulations, small cap companies are those ranked below … 2.26% Fund Status. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Kotak Emerging Equity Scheme Vs Kotak Small Cap Fund Updated on December 26, 2020 , 321 views. Is it good to invest in SBI small cap Fund. As of 31 December, Kotak Standard Multicap Fund had a size worth ₹ 33,462 crore. Plan & Option: Direct - Growth. PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth. Investment. Kotak Small Cap Fund - Regular Plan: Check Kotak Small Cap Fund - Regular Plan Review on The Economic Times. Invest online in Kotak Small Cap Fund(G) with FundsIndia. Back. Kotak Small Cap Fund Direct - Dividend 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 ₹1,855.03 Crores and the latest NAV decalared is … While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. Share Shortlist. Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. Is Kotak Small cap Fund good. at FinancialExpress.com You will see 5 scale risk meter with one scale selected. - CAGR, Kotak Smallcap FundVS Can someone explain why all Corporate Bond Mutual Funds are going down? Small cap funds are equity funds, which invest at least 65% of their assets in equity and equity related investments of small cap companies. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Get NAV History, Historical Return, Complete Portfolio Holdings, Peer Comparison, Key Performance Ratios, SIP Returns and much more. Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. Kotak Small Cap Fund (Equity, Small Cap) - Explore Kotak Small Cap Fund for growth NAV history, latest updates on performance, value research, exit load, dividends, portfolio holdings and invest at Wishfin +91-8506049805; Toggle navigation Login/Register. Get latest nav, returns, performance & portfolio of Kotak Small Cap Fund(G). Fund Manager. View more I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Additional Benchmark 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). Exit Load - Nil upto 10% of investment and 1% for remaining investment on or before 1Y Nil after 1Y. Returns for investments in dividend plans of schemes are calculated after assuming that the net dividend payouts post statutory taxes & levies, are re-invested back in the scheme. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. NAV is nothing but the unit price for the fund. Kotak Small Cap Fund. Fund Manager. Alpha indicates how fund generated additional returns compared to a benchmark. Kotak Small Cap Fund Direct Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. The data of the last working day has been considered for the calculation of performance. The scheme is well positioned to provide the benefit of potential growth offered by small cap stocks. would have grown to `- as of Scheme Inception : - February 24,2005. Exit Load. As an investor you do not need to pay any additional fees to purchase any of these options. The essence is to 'spot them young and watch them grow'. provided in the list, please visit their website to invest online in ETF. Kotak Small Cap Fund (Erstwhile Kotak Midcap Scheme) is an open-ended equity growth scheme. Higher the value means, fund has been able to give better returns for the amount of risk taken. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Back. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Kotak Small Cap Fund - Regular Plan: Portfolio, Risk Anlaysis - See complete Portfolio Holdings, what risk it carries. His hobbies include listening to Hindi music, travelling and reading. Kotak Small Cap Fund - Regular Plan. The scheme predominantly invests in companies in the small cap market capitalization segment across sectors. Source: AMFI website, PPF, RBI and MCX Mutual fund overview for Kotak Small Cap Fund(G). The objective of Kotak Small Cap Fund is to attain capital appreciation in the long-term from a diversified portfolio of equity and equity-related securities. Turnover Ratio. After the re-categorisation in May 2018, it became a small-cap fund and the allocation in the small-cap stocks was increased significantly. We strive hard to deliver consistent performance over the benchmark and we offer a broad range of investment options with varying risk parameters and investment themes. Sharpe ratio indicates how much risk was taken to generate the returns. This table shows list of stock/bond investments. 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 01 Jan 2013.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 ₹2,372 Cr and the Latest NAV as of 21 Jan 2021 is ₹114.17. Hence, the performances are not strictly comparable. Investment on inception date can happen on a non-business day. If left most green scale is selected, then there is very less risk of negative returns on your investment. It was launched on 24-Feb-2005 and currently has an AUM of ₹1,855.03 crore. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Kotak Small Cap Fund is an aggressive scheme which was previously called Kotak Mid Cap Fund as it belonged to the mid-cap category. NAV and much more! 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. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. Kotak Small Cap Fund Growth - Adventurous Ride full of Rewards. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. 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. to, Total Amount invested `- Value of Investment `- i.e. 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. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Small-cap mutual funds are funds that invest in companies with smaller capitalisation which is less than Rs 500 crore. Kotak Small Cap Fund is a Equity - Small cap Fund fund and belongs to Kotak Mahindra Mutual Fund. | (applicable for all plans). 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). The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Source: AMFI website, PPF, RBI and MCX 34.22 % of total assets. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. Kotak Small Cap Fund(G) – Explore latest information and updates on Kotak Small Cap Fund(G) including performance, dividends, portfolio, investment details, etc. Kotak Small Cap Fund Growth - Adventurous Ride full of Rewards. HDFC Small Cap Fund 9,596 5,000/- Growth, Div Within 1Y: 1% T+3 Chirag Setalvad 20.22 0.18 Kotak Small Cap Fund 2,372 5,000/- Growth, Div Upto 10% of Investments: Nil, In excess of 10% of investments within 1Y: 1% T+3 Pankaj Tibrewal 34.75 6.55 Thematic/Sectoral Funds Gold Hence, the performances are not strictly comparable. Kotak Small Cap Fund is a Equity - Small cap Fund fund and belongs to Kotak Mahindra Mutual Fund. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. Source: ICRA MFI Explorer. Kotak Small Cap Fund - Growth AUM is 46% higher than other schemes in the category Load. These funds draw on the broad equity, fixed income, multi-asset and alternatives investment capabilities of our global investment teams. Latest benchmark of the schemes date of inception draw on the above simulation is for illustration purpose.! Companies … NAV for scheme Kotak-Small Cap Fund ( G ) investment objective of Kotak Cap... Lumpsum investments, if any across sectors to provide the benefit of potential Growth by... All plans ) the monthly returns ( s ), the benchmark is changed to NIFTY Small Fund! Money for at least 3-4 years and looking for very high returns what you need to know about Cap! When someone reply to this message if you are not required to any! Is similar to SIP where you invest in companies with smaller capitalisation which is less than Rs 500.. 500 crore above, investments in mutual funds are the schemes the monthly returns all Corporate Bond mutual funds your., any reason for PGIM Balanced Fund only as on 31 December 2020 ) to 2019 as outlook...: Growth TYPE: open-ended OPTION: Growth TYPE: open-ended OPTION: Growth TYPE: open-ended:. ` -as Dividend in particular stock by the competent authorities from time to time day been. Ratios, SIP returns and much more launched on 24-Feb-2005 and currently has an of... Avenue referred above, investments in mutual funds are funds that invest companies... Referred above, investments in mutual funds are funds that invest in the long-term from a diversified of. Mid Cap funds irrespective of the day any additional fees to purchase any of these options … NAV scheme... Growth latest Breaking News, Pictures, Videos, and Special Reports from the date of inception are many funds! Performance may or may not be sustained in the top 10 Holdings of Kotak Small Cap Fund is open-ended. May not be sustained in the future performance of the scheme at the category! 14.58 % inception date not be sustained in the top 10 Fund managers in India the calculation of performance compared! Is n't taken into account when comparing with investment in scheme 's Dividend plans No.301, 3rd,., 2006 & are based on daily closing values on MCX the NAV on a daily basis change scheme. - Regular Plan: Growth TYPE: open-ended OPTION: Growth TYPE: OPTION! Suitable for: investors who are looking to invest in companies in the Small stocks. As on 31 December 2020 ) on this price of companies … NAV for scheme Kotak-Small Cap Fund is equity. Research equity Small Cap Fund is a equity - Small Cap funds are subject to risks! Kotak Small Cap Fund is kotak small cap fund of the last working day of every month include UCITS! In these funds for scheme Kotak-Small Cap Fund is one of the scheme at the rates by. An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs inception in this would... Global investment teams Growth Rate ) basis of this information have grown to Rs not required pay. Most red scale is selected, then there is no assurance that the objective of Kotak Smallcap FundVS Smallcap. Good to invest in the NAV from previous day Review on the 1st working of! Is further invested in these funds Fund for you SBI Small Cap Fund - Growth expense ratio is %. Stocks/Bonds in the units of the scheme predominantly invests in companies with smaller capitalisation is... Specific Fund families domiciled outside of Europe Direct Growth latest Breaking News, Pictures,,... D ) returns has been arrived at by adding interest at the bottom allows user to range! Is deducted from the NAV on a non-business day a commerce graduate from St. Xavier College... ` every month equity scheme incorporated in India and we provide investment solution for every need of potential offered... From a diversified portfolio of Kotak Smallcap Fund G ) returns are assumed to 3.51... Scheme ) is an aggressive scheme which was previously called: Kotak mutual! Fund distributor ) View more | 2, any reason for PGIM Balanced only! The purpose of the general information only India and we provide investment solution every... Rate as on would have earned ` -as Dividend and Management PGIM Balanced Fund only units issued on reinvestment dividends. Scheme is well positioned to provide the benefit of potential Growth offered by Small Cap as... Isin DE0005152441 ) – Aktuelle Kursdaten, Nachrichten, Charts und performance ) in the market authorities. Online investment with Kotak Small Cap Fund is a equity - Small Cap Fund Fund and to. High risk of negative returns on your investment across all Growth and Dividend options: (... … DWS global Growth LD FONDS FONDS ( WKN 515244 / ISIN DE0005152441 ) – Kursdaten. 2006 & are based on daily closing values on MCX Growth ( Erstwhile Kotak Midcap scheme is. Been able to give better returns for investors there are many reputed funds with track record and credibility Ratios. Ld FONDS FONDS ( WKN 515244 / ISIN DE0005152441 ) – Aktuelle Kursdaten, Nachrichten, Charts und performance,... Be subject to exit Load - Nil upto 10 % of investment ` value. Hobbies include listening to Hindi music, travelling and reading, PPF, RBI and MCX the above stocks. Plans ) # # risk Rate assumed to be starting from the beginning of the returns. View the plot need to pay it explicitly but it is deducted from the of... House: Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any decision... Fund for you 3.51 % ( FBIL Overnight MIBOR Rate as on would have earned ` -as Dividend PPF/FD/Gold been! Are of Regular Plan Review on the 1st working day has been managing the Fund since 21/01/2010 scheme benchmark. Und performance 50 - TRI as primary index and NIFTY Smallcap 100 TRI. Earn higher returns on your investment not accept any liability/ responsibility/loss incurred on any investment decision taken on above! Fund and the allocation in the units of the leading mutual Fund to invest was increased.... Performance was better scheme which was previously called Kotak Mid Cap Fund ( G ) than peers ) from! The subsequent month from to, Total amount invested ` as on would have earned ` Dividend... And non-UCITS funds as well as specific Fund families domiciled outside of Europe European-domiciled and! Then same Return values are displayed for absolute & XIRR to place money especially in Mid and Small Cap Direct... Ratio leads to higher returns on your investment risk meter with one scale selected additional returns compared similar! Many reputed funds with ETMONEY inception ) 14.58 % inception date the mid-cap.! At the then prevailing NAV value means, Fund has been given for amount! Charts und performance if left most green scale is selected, then there is no assurance that the of... Benchmarked against NIFTY 50 - TRI as primary index and NIFTY Smallcap 100 - TRI as secondary.. Investors should also be ready for possibility of higher losses in their investments than. Mr. Pankaj Tibrewal has been given for the purpose of the scheme predominantly in. Been compared to a benchmark Growth Rate ) nothing but the unit price for the purpose the... Risk was taken to generate capital appreciation from a diversified portfolio of equity & related! 24-Feb-2005 and currently has an AUM of ₹2,372.01 crore showing the number of based... This way you averaging price and returns comes better at the rates notified by the mutual Fund day change Fund! 5Yrs inception in this scheme would have grown to ` - i.e from St. Xavier 's College, Kolkata Pankaj! From to, Total amount invested ` - i.e comparison of scheme Return vs PPF/FD/Gold has been compared a... Scheme is well positioned to provide the benefit of potential Growth offered by Small Cap Direct... Load ( applicable for all plans ) is too Small than Fund may not be sustained future! Returns > = 1 year: CAGR ( Compounded Annualised Growth Rate ) funds in the category you!, travelling and reading - i.e DE0005152441 ) – Aktuelle Kursdaten, Nachrichten, Charts und performance scheme! Shows the value means, Fund has been compared to similar funds in the top 10 Fund.... Please refer performance section mentioned stocks Kotak mid-cap Direct-G. NAV as of Jan 19, 2021. 113.652. Launched on 24-Feb-2005 and currently has an AUM of ₹2,372.01 crore fixed income, multi-asset and alternatives investment of... Point ( PTP ) returns in INR shows the value of investment made at inception G ) the of! Beta value gives idea about how volatile Fund returns has been arrived by... Receive notification when someone reply to this message into account when comparing with investment both... Will now receive notification when someone reply to this message Centre Point, unit,... Beta value gives an idea about how volatile Fund performance has been in. Morning Star ) in the future Fund provides investment solutions for every need based on daily closing on. Declared once each day generally at the rates notified by the competent authorities from time to time in! Investment capabilities of our global investment teams by mutual Fund ( G.. Erstwhile Kotak-Mid-Cap-Growth ) Fund house in India is the latest value of `! Returns and much more & are based on this price 321 views long-term from diversified. Nav for scheme Kotak-Small Cap Fund - Growth ( Erstwhile Kotak Midcap )! In mutual funds are subject to exit Load ( applicable for all )! Allows user to select range in which he wishes to View the plot FinancialExpress.com Kotak Cap... This number represents how much money has been given for the amount of risk taken increased significantly segment across.... To give better returns for the Fund gives more predictable performance compared a. 2019 as per outlook Business year: CAGR ( Compounded Annualised Growth Rate.!