Kotak Small Cap Fund - Growth Return
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Showing Funds Performance since Sep 07, 2020
Kotak Small Cap Fund - Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹17,416 Cr
Lock In Period
N/A
Expense Ratio
1.67
Exit Load
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.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%.If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
Benchmark
Nifty Smallcap 100 Total Return
Summary
Kotak Small Cap Fund - Growth NAV is ₹253.832 as of 2 Jun, 2026. Kotak Small Cap Fund - Growth has delivered 49.64% returns since its launch. The minimum SIP investment amount in Kotak Small Cap Fund - Growth is ₹100. The AUM of Kotak Small Cap Fund - Growth is ₹17,416 Cr. The expense ratio of the fund is 1.67%, and its benchmark is Nifty Smallcap 100 Total Return. The current exit load of the fund is 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.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%.If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.. In the last 1M months, Kotak Small Cap Fund - Growth has delivered 1.82% returns.
Kotak Small Cap Fund - Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.82 | 0.43 | 12.01 |
| 6M | 1.56 | 1.78 | 27.35 |
| 1Y | 0.46 | 5.20 | 77.31 |
| 3Y | 14.38 | 15.45 | 125.70 |
Portfolio Analysis
- Equity: 98.46%
- Debt: 1.54%
- Others
As on: 2026-04-30
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About Fund Kotak Small Cap Fund - Growth
Kotak Small Cap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Small-capscheme with Assets Under Management of ₹17,416 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 1.67. Under the expert guidance of Harish Bihani ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Harish Bihani
Mr. Harish Bihani has done MBA in Finance. Prior to joining ICICI Prudential Mutual Fund, he has worked with SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Small Cap Fund Growth | 2 | 11329.85 CR | 1.77 |
| SBI Small Cap Fund Growth | 2 | 37140.78 CR | 1.64 |
| Kotak Small Cap Fund - Growth | 1 | 17416.48 CR | 1.67 |
| Bandhan Small Cap Fund Growth | 5 | 25345.79 CR | 2 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Small Cap Fund Growth | -8.3394 | 40.8619 |
| This FundSBI Small Cap Fund Growth | 0.9219 | 44.3 |
| This FundKotak Small Cap Fund - Growth | 0.4576 | 49.642 |
| This FundBandhan Small Cap Fund Growth | 7.4821 | 116.7684 |
Kotak Small Cap Fund - Growth FAQs
Kotak Small Cap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Small Cap Fund - Growth is 1.67. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Small Cap Fund - Growth’s fund performance is as follows:
- 1 Month : 1.82%
- 6 Months : 1.56%
- 1 Year : 0.46%
- 3 Years : 14.38%
You can invest in Kotak Small Cap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Small Cap Fund - Growth is ₹17,416 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Small Cap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
