Kotak Small Cap Fund Regular-Growth
The fund is rated 0 stars. The balance between returns and downside risk provided limited support. Investment selection within each asset type and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. Above-average fund size of Rs 19,678.75 crore was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing. It is important to note, however, that this fund has a 19678.753 AUM and a 1.725 expense ratio. Considering all these factors, we have rated this fund as 0.0 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
8 Oct 2026 நிலவரப்படி
Risk ratios
30 Sep 2026 நிலவரப்படி
Portfolio
31 Aug 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (80)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| Aster DM Quality Care Ltd. | 4.29% | ₹844.29 Cr | 1,11,67,820 |
| Vijaya Diagnostic Centre Ltd. | 4.21% | ₹828.24 Cr | 54,54,656 |
| Sansera Engineering Ltd. | 4.15% | ₹816.78 Cr | 20,32,796 |
| Krishna Institute of Medical Sciences Ltd | 3.25% | ₹638.71 Cr | 84,54,118 |
| Kalpataru Projects International Ltd. | 2.54% | ₹500.42 Cr | 35,72,133 |
| Minda Corporation Ltd. | 2.39% | ₹470.8 Cr | 66,07,215 |
| Century Plyboards (India) Ltd. | 2.25% | ₹441.99 Cr | 58,36,731 |
| Five-Star Business Finance Ltd. | 2.12% | ₹416.28 Cr | 77,80,174 |
| Shriram Finance Ltd | 2.03% | ₹399.95 Cr | 36,03,518 |
| Ajanta Pharma Ltd. | 1.99% | ₹391.21 Cr | 10,86,134 |
Fund விவரங்கள்
Long term capital growth. Investment in equity & equity related securities predominantly in small cap Stocks.
The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days