Question 1

What is Kotak Smallcap Fund?

Accepted Answer

Kotak Small Cap Fund aims to generate capital appreciation from a diversified portfolio of equity and equity-related investments, by investing predominantly in small cap companies. The fund maintains a well-diversified portfolio, employing a bottom-up stock-picking approach.  However, achieving the scheme's objective is not guaranteed.

Question 2

How to invest in Kotak Smallcap Fund Direct Growth?

Accepted Answer

To invest in Kotak Small Cap Fund Direct Growth, you can go directly to the Kotak Mahindra Mutual Fund website. Additionally, you can also buy these mutual funds at the branches of Asset Management Company (AMC) or Investor Service Centres (ISCs)/Official Points of Acceptance (OPAs) of the Registrar (CAMS).

Question 3

What is the current NAV of Kotak Smallcap Fund Direct Growth?

Accepted Answer

As of 2nd December 2024, the current Kotak Smallcap Fund NAV is ₹ 322.73.

Question 4

What kind of returns does Kotak Smallcap Fund Direct Growth provide?

Accepted Answer

As of 2nd December 2024, Kotak Smallcap Fund Direct Growth has provided annualized returns of 33.11% in the last 1 year, 20.09% over 3 years, 32.71% over 5 years, and 21.90% since inception.

Question 5

What is the AUM of Kotak Smallcap Fund?

Accepted Answer

As of 30th November 2024, ₹ 17,732 Cr. is the AUM of Kotak Smallcap Fund.

Question 6

What is the riskometer level of Kotak Smallcap Fund?

Accepted Answer

The Kotak Smallcap Fund is classified as having a ‘VeryHigh’ risk level on the riskometer.

Question 7

What are the top holdings of Kotak Smallcap Fund Direct Growth?

Accepted Answer

The following are the top holdings of Kotak Smallcap Fund Direct Growth with their percentage portfolio as on 30th November 2024:
1.CYIENT LTD. - 3.32%,
2.TECHNO ELECTRIC & ENGINEERING COMPANY LIMITED - 2.96%,
3.VIJAYA DIAGNOSTIC CENTRE PVT - 2.94%,
4.KRISHNA INSTITUTE OF MEDICAL - 2.69%,
5.ASTER DM HEALTHCARE LTD - 2.63%,
6.BLUE STAR LTD. - 2.63%,
7.Century Plyboards (India) Ltd. - 2.62%,
8.Ratnamani Metals & Tubes Ltd. - 2.57%,
9.Garware Technical Fibres Ltd. - 2.36%,
10.Sansera Engineering Ltd. - 2.32%.

Question 8

How much expense ratio is charged by Kotak Smallcap Fund Direct Growth?

Accepted Answer

0.49% expense ratio is charged by the Kotak Smallcap Fund Direct Growth as on 30th November 2024.

Question 9

Is there any lock-in period for Kotak Smallcap Fund Direct Growth?

Accepted Answer

There is no lock-in period for Kotak Smallcap Fund Direct Growth.

Question 10

How will the Kotak Smallcap Fund scheme benchmark its performance?

Accepted Answer

The Kotak Smallcap Fund scheme benchmark performance is  Nifty Smallcap 250 TRI.

Question 11

What is the minimum investment amount for the Kotak Smallcap Fund?

Accepted Answer

The minimum investment amount for Kotak Smallcap Fund is Rs100 and any amount thereafter.

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