Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Cyient Ltd
4.3%
Carborundum Universal Ltd
3.7%
Blue Star Ltd
3.0%
Triparty Repo
3.0%
Century Plyboards (India) Ltd
2.9%
Ratnamani Metals & Tubes Ltd
2.7%
Alembic Pharmaceuticals Ltd
2.4%
Techno Electric & Engineering Co Ltd
2.3%
Solar Industries India Ltd
2.3%
Garware Technical Fibres Ltd
2.1%
Top industry exposure
Industrials
37.8%
Consumer Cyclical
21.7%
Basic Materials
17.0%
Healthcare
8.2%
Consumer Defensive
3.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
15%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.