Kotak Small Cap Fund - Direct - Growth
Equity Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
13.24%
Expense Ratio
0.55%
as of 01/03/2026
AUM
₹4,775.21 Cr
Qtr End: Mar 26
NAV
₹318.55
as of 17/07/2026
3Y Returns (CAGR)
13.24%
Expense Ratio
0.55%
as of 01/03/2026
AUM
₹4,775.21 Cr
Qtr End: Mar 26
NAV
₹318.55
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 8.98% | 41.04% | 13.84% |
| 6M | 13.54% | 28.91% | 19.25% |
| 1Y | 1.23% | 1.23% | 15.75% |
| 3Y | 45.21% | 13.24% | 15.46% |
| 5Y | 92.08% | 13.95% | 14.56% |
Scheme Details
- Launch Date
- 30/12/2004
- Fund Age
- 21.5 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Small Cap Fund (Equity Scheme)
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