Comprehensive analysis of Kotak Small Cap Fund - Direct (G) (15991) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Mahindra Asset Management Company Ltd
To generate capital appreciation from a diversified portfolio of equity and equity related securities.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Balanced Mix
Experienced Team
Neutral Fit
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Fund manager experience
Outperformance vs benchmark
Fund management costs
Recent performance momentum
Assets under management
Risk-adjusted returns
Market exposure level
This fund has underperformed its benchmark by 6.97% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Aster DM Healthcare Ltd | Healthcare | 3.89% |
| TREPS | Debt Others | 3.76% |
| Techno Electric & Engineering Company Ltd | Infrastructure Developers & Operators | 3.28% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 3.16% |
| Century Plyboards (India) Ltd | Plywood Boards/Laminates | 2.79% |
| Vijaya Diagnostic Centre Ltd | Healthcare | 2.61% |
| Cyient Ltd | IT - Software | 2.55% |
| Brigade Enterprises Ltd | Realty | 2.53% |
| Garware Technical Fibres Ltd | Textiles | 2.45% |
| Kalpataru Projects International Ltd | Infrastructure Developers & Operators | 2.24% |
Compare against Small Cap Fund category average
This comparison shows how the fund performs relative to the Small Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Small Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Sundaram Small Cap Fund - Direct (G) | ₹288.19 | 0.88% | 4.76% | 27.70% |
| Quant Small Cap Fund - Direct (G) | ₹283.40 | 0.61% | -1.60% | 33.21% |
| Kotak Small Cap Fund (G) | ₹265.71 | -4.07% | -0.34% | 21.96% |
| Quant Small Cap Fund - (G) | ₹260.96 | 0.14% | -2.53% | 31.76% |
| Sundaram Small Cap Fund (G) | ₹260.46 | 0.35% | 3.63% | 26.28% |
| Quant Small Cap Fund - Direct (IDCW) | ₹221.53 | 0.61% | -1.60% | 33.22% |
| DSP Small Cap Fund - Direct (G) | ₹220.52 | -0.02% | 8.58% | 27.48% |
| Quant Small Cap Fund - (IDCW) | ₹207.53 | 0.14% | -2.53% | 31.78% |
| DSP Small Cap Fund (G) | ₹200.79 | -0.46% | 7.62% | 26.36% |
| SBI Small Cap Fund - Direct (G) | ₹199.34 | -1.84% | -0.09% | 23.12% |
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