The Kotak Small Cap Fund is a little cap equity common fund that is concentrated on largely purchasing minimal recognized, arising services.
Now prior to taking into consideration purchasing this common fund you ought to understand about a number of essential specifications such as the fund’s beginning, current efficiency, standard financial investment technique together with capitalist viability to assist you in making well notified sensible financial investment choices, something that is important in today’s high rising cost of living setting.
Here are 5 essential points you ought to recognize and plainly understand about previously taking into consideration purchasing this common fund system:
Overview and essential functions
The Kotak Small Cap Fund was introduced in 2005. It is handled by Harish Bihani with an emphasis and required to buy arising services that have guarantee and high development prospective affixed to them.
The fund is categorised under equity tiny cap and it is benchmarked versus the Nifty Smallcap 250 TRI. Currently it is noted as ‘very high’ threat under SEBI’s risko-meter. The straight strategy has an expenditure proportion of 0.57% since April 30, 2025, which is relatively affordable based on market requirements.
Current NAV and evaluation
As of May 13, 2025, the Kotak Small Cap fund’s NAV stood at 283.41, hence mirroring solid efficiency for many years. This certain statistics shows the each market price of the fund’s profile thinking about both funding gains together with underlying property efficiency.
Performance record
The fund has actually provided constant efficiency throughout durations. It has actually additionally shown durability throughout market recessions. Over the previous year the fund has actually provided a return of 6.45%. Its long-term efficiency is clarified listed below:
| Time duration | Return |
|---|---|
| 1 year | 6.45% |
| 3 year (CAGR) | 19.28% |
| 5 year (CAGR) | 36.42% |
| Since Inception | 19.78% (annualised) |
Source: Kotak Mutual Fund
Note: The returns gone over above are illustratory in nature. For total information describe the main internet site of Kotak common fund.
Total Assets Under Management (AUM)
As of April 30, 2025 the fund takes care of 15,867 crores in possessions. This suggests solid capitalist passion and stable inflows of funds. The huge property under administration (AUM) additionally aids in making certain a steady base for the fund to preserve appropriate diversity and suffer volatility in the tiny cap market section.
Investment strategy and industry appropriation
The fund concentrates on an upside down supply choosing strategy, hence determining excellent quality tiny cap services throughout numerous fields. It has a varied direct exposure to health care, industrials, customer optional and modern technology fields.
This diversity aids in decreasing volatility and supporting threats together with wider involvement in the long-term development tale of India.
Who should think about purchasing this common fund system?
This fund is ideal fit for capitalists that have a long-term vision of hanging on to equities for development. Not just this, it is additionally crucial to recognize the high threat included with purchasing this fund.
That is why capitalists that can endure short-term market volatility and variations ought to think about purchasing this fund. Hence, the suitable financial investment account contains private capitalists that are:
- Looking to expand their profile with direct exposure to arising services.
- Willing to remain spent for at the very least 5– 7 years.
- Comfortable with greater NAV variations in quest of premium long-lasting gains.
Investors ought to consequently, preferably speak with a qualified monetary consultant to make certain that this fund straightens with their financial investment goals and run the risk of resistance prior to taking into consideration purchasing this fund.
Disclaimer: Mutual fund financial investments undergo market threats. Please checked out all scheme-related files thoroughly prior to spending.
