Kotak Small Cap Direct
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. There is no assurance that the investment objective of the
Scheme will be achieved.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• Investment in equity & equity related securities predominantly in mid cap stocks
Fund Info
Scheme Type
Open-ended
Scheme Category
Small-Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 1040.79
Expense Ratio
0.97%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 139427
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Small-Cap |
| Benchmark Type | Nifty Midcap 100 Index |
| Scheme AUM (in Crs.) | ₹ 1040.79 |
| Expense Ratio | 0.97% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 139427 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Dixon Technologies (India) Ltd.
Equity
3.67
Atul Ltd.
Equity
3.65
Schaeffler India Ltd.
Equity
3.22
Solar Industries India Ltd.
Equity
2.94
JK Cement Ltd
Equity
2.88
Amulya Leasing & Finance Ltd.
Equity
2.83
Techno Electric & Engg. Co. Ltd.
Equity
2.65
RBL Bank Ltd.
Equity
2.54
Prataap Snacks Ltd.
Equity
2.50
VST Tillers Tractors Ltd.
Equity
2.48
Sector Allocation(%)
Sector
Percent
FMCG
8.70
Engineering
17.06
Financial
16.47
Construction
12.44
Chemicals
10.32
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.