Past performance of the scheme does not indicate the future performance of the schemes. 2.26% Fund Status. The investment objective of Kotak Smallcap is to generate capital appreciation from a diversified portfolio of equity & equity related securities. Topup. QUANTITY column value displays how many shares owned by particular fund. Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. PPF interest rate is taken from (http://www.publicprovidentfund.com/) Category: Equity: Small Cap: Launch Date: 24-02-2005: Asset Class: Equity: Benchmark: NIFTY SMALLCAP 100 TRI Expense Ratio: 2.14% As on (30-11-2020) Status: Open Ended Schemes: Minimum Investment: 5000.0: Minimum Topup: 1000.0: Total Assets: 2,372.01 Cr As on (31-12-2020) Turn over: … Structure. Webinar Presented by Knowlarity & Freshworks, BOI AXA Small Cap Fund - Regular Plan - Growth, Canara Robeco Small Cap Fund - Regular Plan - Growth, Principal Small Cap Fund - Regular Plan - Growth, Edelweiss Small Cap Fund - Regular Plan - Growth, DSP Small Cap Fund - Regular Plan - Growth, Union Small Cap Fund - Regular Plan - Growth, See better buying opportunities in 1-2 months: Nilesh Shah, Nilesh Shah explains: Why SIP is the best investing tool, Base case for Indian eco strong; like cap goods: Kotak Mah AMC. Get latest nav, returns, performance & portfolio of Kotak Small Cap Fund(G). mid cap funds are the schemes that invest their fund money in stocks of companies … Share Shortlist. Gold Fund Category. Kotak Small Cap Fund - Growth AUM is 46% higher than other schemes in the category Load. Kotak Small Cap Fund is a Equity - Small cap Fund fund and belongs to Kotak Mahindra Mutual Fund. This table shows list of stock/bond investments. Kotak Emerging Equity Scheme Vs Kotak Small Cap Fund Updated on December 26, 2020 , 321 views. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? The scheme predominantly invests in companies in the small cap market capitalization segment across sectors. Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. This number represents how much money has been invested in these funds. `. Source: AMFI website, PPF, RBI and MCX Exit Load. Past performance of the scheme does not indicate the future performance of the schemes. Past performance of the scheme does not indicate the future performance of the schemes. What is a Small Cap Fund? How is Kotak Small cap Fund. He also featured in the top 10 fund managers in Economic Times (Morning Star) in 2016 and 2017. Invest now! -, Kotak Smallcap FundVS VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. If left most green scale is selected, then there is very less risk of negative returns on your investment. Turnover Ratio. NIFTY Smallcap 50 TRI, This open ended fund Scheme is suitable for investors seeking, Options: Dividend Payout, DividendReinvestment & Growth (applicable for allplans), Initial Investment:Rs.5000 and in multiple of Rs.1 for purchase and for 0.01 for Copyright © e-Eighteen.com Ltd All rights resderved. Scheme Inception date is 24/02/2005. Kotak Small Cap Fund (Equity, Small Cap) - Explore Kotak Small Cap Fund for growth NAV history, latest updates on performance, value research, exit load, dividends, portfolio holdings and invest at Wishfin +91-8506049805; Toggle navigation Login/Register. Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. This is the annual fees, fund charges you to manage your money. Find out Kotak Small Cap Fund - Regular Plan asset allocation, Kotak Small Cap Fund - Regular Plan NAV range, Kotak Small Cap Fund - Regular Plan performance, returns and more. Check Kotak Small Cap Fund(G) performance and growth chart, quaterly and annual fund returns and complete track record of Kotak Small Cap Fund(G) at FinancialExpress.com Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. i.e. Rs 1667 crs. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. You can read more about ranking methodology. Launch Date. Add to watchlist. With Effect from 25th May 2018, the Benchmark is changed to Nifty Small Cap 50 TRI. Source: ICRA MFI Explorer. Is SBI Small cap Fund direct growth good. Additional Benchmark TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Kotak Small CAP Fund Direct Growth Latest Breaking News, Pictures, Videos, and Special Reports from The Economic Times. NIFTY Smallcap 50 TRI Is it right time to invest in smallcap fund. Scheme Inception : - February 24,2005. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. Please provide your details, we will connect with you, One Time Password (OTP) has been sent to your mobile,please enter the same here to authenticate, Thanks for sharing your details.We will connect with you shortly, This open ended fund Scheme is suitable for investors seeking*, *Investors should consult their financial advisors if in doubt about whether the product is suitable for them, Please wait while we are fetching the data, If you would have invested See more about AMC, Motilal oswal Nasdaq 100 FOF or Franklin US feeder fund or PGIM global opportunity fund or ICICI pru US blue chip fund 1 is/are ranked 2 * , Important in deciding if it is a right fund for you. Pankaj Tibrewal. Alpha indicates how fund generated additional returns compared to a benchmark. Small Cap Mutual Funds | Kotak Securities® Wellington Management Funds include European-domiciled UCITS and non-UCITS funds as well as specific fund families domiciled outside of Europe. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Source: ICRA MFI Explorer. Investment on inception date can happen on a non-business day. Invest now! Can someone explain why all Corporate Bond Mutual Funds are going down? provided in the list, please visit their website to invest online in ETF. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Find out Kotak Small Cap Fund - Direct Plan asset allocation, Kotak Small Cap Fund - Direct Plan NAV range, Kotak Small Cap Fund - Direct Plan performance, returns and more. If you had invested ` Invest in top performing small cap mutual funds with ETMONEY. 2. Kotak Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund.This scheme was made available to investors on 24 Feb 2005.Pankaj Tibrewal is the Current Fund Manager of Kotak Small Cap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,372 Cr and the Latest NAV as of 18 Jan 2021 is ₹101.31. Kotak Small Cap Fund is an aggressive scheme which was previously called Kotak Mid Cap Fund as it belonged to the mid-cap category. However, there is no assurance that the objective of the scheme will be realized. The above graph shows the movement of a specified amount vis-à-vis benchmark and additional benchmark in the specified time period (last business day of the selected month) chosen by the investor. Kotak Small CAP Fund Direct Growth Blogs, Comments and Archive News on Economictimes.com Treynor's ratio indicates how much excess return was generated for each unit of risk taken. Invest online in Kotak Small Cap Fund(G) with FundsIndia. 9 is/are ranked 4 * , After the re-categorisation in May 2018, it became a small-cap fund and the allocation in the small-cap stocks was increased significantly. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities by investing predominantly in mid and small cap companies. Copyright 2021 Kotak Asset Management. Change in % OF TOTAL HOLDINGS and change in QUANTITY values may differ as amount fund is managing keeps changing based on inflow/outflow of investor money and stock price changes. Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. NAV for scheme Kotak-Small Cap Fund - Growth. at FinancialExpress.com Kotak Small Cap Fund. - %CAGR . As of 31 December, Kotak Standard Multicap Fund had a size worth ₹ 33,462 crore. NIFTY Smallcap 50 TRI We strive hard to deliver consistent performance over the benchmark and we offer a broad range of investment options with varying risk parameters and investment themes. Kotak Small Cap Fund - Growth Expense Ratio is 65% lower than other schemes in the category . Here is all what you need to know about small cap funds. Get latest nav, returns, performance & portfolio of Kotak Small Cap Fund(G). Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? Sharpe ratio indicates how much risk was taken to generate the returns. 1 Year is assumed as 365 days. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Fund Manager. Kotak Emerging Equities Scheme is a mid-cap scheme and Kotak Small Cap Fund belongs to the small-cap category of Equity Funds.These schemes are offered by the same fund house, that is, Kotak Mutual Fund. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. N.A stands for data not available. | February 24, 2005 . Ratios calculated on daily returns for last 3 years (Updated as on 31st December, 2020), Out of 90 mutual fund schemes offered by this AMC, Kotak Small Cap Fund(G). Kotak Small Cap Fund Growth - Adventurous Ride full of Rewards. Invest online in Kotak Small Cap Fund(D) with FundsIndia. Source: AMFI website, PPF, RBI and MCX FD. FD. call me for more details at 9833778887 (mutual fund distributor), is it good to invest in pgim balanced fund and can it beat nifty 50 index call me for more details at 9833778887 (mutual fund distributor) 1,000 … DWS GLOBAL GROWTH LD FONDS Fonds (WKN 515244 / ISIN DE0005152441) – Aktuelle Kursdaten, Nachrichten, Charts und Performance. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. Exit Load. Kotak Small Cap Fund. Kotak Midcap is renamed as Kotak Small Cap Fund with effect from 25th May 2018 TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). View more Kotak-Small Cap Fund - Growth Invest Now Fund Manager: Pankaj Tibrewal | Equity: Small Cap | NIFTY SMALLCAP 100 TRI 84.998 0.67 (0.79 %) NAV as on 12-11-2020 1,811.49 Cr AUM as on 30-09-2020. Kotak Small Cap Fund - Direct Plan 4 Value Research 16382 218-16382 Kotak Mahindra Mutual Fund The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. Regular funds have higher expense ratio and direct funds have lower expense ratio. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. If you hold a demat account through any other broker than the ones After the re-categorisation in May 2018, it became a small-cap fund and the allocation in the small-cap stocks was increased significantly. Mutual fund overview for Kotak Small Cap Fund(G). In his earlier stint at Principal Mutual Fund, Pankaj managed schemes like Principal Emerging Bluechip, Principal Tax Saver and MIPs. Kotak Small Cap Fund Growth - Adventurous Ride full of Rewards. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows and taking the time of investment into consideration. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. Kotak Small Cap Fund(G) – Explore latest information and updates on Kotak Small Cap Fund(G) including performance, dividends, portfolio, investment details, etc. If the fund size is too small than fund may not get enough resources to put into research and management. Previously called: Kotak Mid-Cap Direct-G. NAV as of Jan 19, 2021. ₹ 113.652 1.34 % 1 Day Change. | Mr. Pankaj Tibrewal has been managing the fund since 21/01/2010. See all funds managed by Mr. Pankaj Tibrewal, Equity & Equity related (Listed/Awaiting listing on Stock Exchange), Techno Electric & Engineering Company Limited. According to the SEBI regulations, small cap companies are those ranked below … All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Benchmark : Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. It was launched on 24-Feb-2005 and currently has an AUM of ₹1,855.03 crore. Kotak Small Cap Fund Direct - Dividend is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Pankaj Tibrewal.It has an AUM of ₹1,855.03 Crores and the latest NAV decalared is … If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. His hobbies include listening to Hindi music, travelling and reading. Is it good to invest in SBI small cap Fund. Is Kotak Small cap Fund good. predominantly in small cap Stocks. Feb 24, 2005 Expense Ratio . Pankaj Tibrewal manages schemes such as Kotak Emerging Equity, Kotak Small Cap (Erstwhile Kotak Midcap Fund) and Kotak Equity Hybrid (Erstwhile Kotak Balance) at Kotak AMC Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Kotak Small Cap Fund - Regular Plan: Check Kotak Small Cap Fund - Regular Plan Review on The Economic Times. Hence, the performances are not strictly comparable. 20.57%. Kotak Small Cap Fund - Regular Plan: Portfolio Quality Analysis helps you to decide, if it is right Fund for you based on Underlying Asset Quality, Cap-Quality Analysis, comparison with Benchmark, Top 10 Holdings (%), Sector wise exposure. There are many reputed funds with track record and credibility? Fund Manager. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. If you had invested` Small Cap. Kotak Small Cap Fund Direct - Growth is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund.This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Pankaj Tibrewal.It has an AUM of ₹2,372.01 Crores and the latest NAV decalared is … There are many reputed funds with track record and credibility? Lock In Period - NIL. Invest online in Kotak Small Cap Fund(G) with FundsIndia. Kotak Emerging Equities Scheme is a mid-cap scheme and Kotak Small Cap Fund belongs to the small-cap category of Equity Funds.These schemes are offered by the same fund house, that is, Kotak Mutual Fund. Scheme Inception : - February 24,2005. 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. EQUITY SMALL CAP. Kotak Small Cap Fund is a Equity - Small cap Fund fund and belongs to Kotak Mahindra Mutual Fund. Past performance may or may not be sustained in the future. A commerce graduate from St. Xavier's College, Kolkata, Pankaj also holds a Master's degree in Finance from Manchester University. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. About Kotak Small Cap fund (G) Kotak Small Cap fund (G) is a small cap equity fund and has delivered an annualised return of 15.4% over a period of 15 years .The fund was previously known as Kotak Midcap Reg Gr.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Pankaj Tibrewal. at FinancialExpress.com Kotak Small Cap Fund - Regular Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential Upside NAV, Rolling Return, Expense Ratio, Cap-Quality Analysis, Cap-Valuation Analysis, FAQ. Small cap fund - An open-ended equity scheme predominantly investing in small cap stocks Investment 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. Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans). Best smallcap fund for SIP. The objective of Kotak Small Cap Fund is to attain capital appreciation in the long-term from a diversified portfolio of equity and equity-related securities. PPF Regd. Open Ended. However both have different expense ratios. 1 Yr return. Lower value indicates more predictable performance. Past performance may or may not be sustained in the future. Kotak Emerging Equity Fund is a open ended equity growth scheme. 2 is/are ranked 5 * , Kotak Mutual Fund provides investment solutions for every need. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Kotak-Small Cap Fund - Growth : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research and helps Investors in wealth creation. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. For periods above 1 year, they are annualized. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. 2, any reason for PGIM Balanced fund only? Easy investment process. These funds draw on the broad equity, fixed income, multi-asset and alternatives investment capabilities of our global investment teams. Hence, the performances are not strictly comparable. While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. The essence is to 'spot them young and watch them grow'. Gold Get latest nav, returns, performance & portfolio of Kotak Small Cap Fund(D). | Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. Copyright © e-Eighteen.com Ltd. All rights reserved. INR 5000 1 Kotak Small Cap Fund Direct-Growth 4 5 Value Research Equity Small Cap. As an investor you do not need to pay any additional fees to purchase any of these options. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. Back. Kotak Small Cap Fund(G) – Explore latest information and updates on Kotak Small Cap Fund(G) including performance, dividends, portfolio, investment details, etc. PPF Open Ended. Different plans have different expense structure. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. Fund House: Kotak Mahindra Mutual Fund. The investment objective of Kotak Smallcap is to generate capital appreciation from a diversified portfolio of equity & equity related securities. Reproduction of news articles, photos, videos or any other content in whole or in part in any form and 60 schemes are not ranked. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. At the same time, these investors should also be ready for possibility of higher losses in their investments. The scheme is well positioned to provide the benefit of potential growth offered by small cap stocks. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). The scheme predominantly invests in companies in the small cap market capitalization segment across sectors. Top 10 Holdings of Kotak Small Cap Fund - Growth Fund Growth. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Get NAV History, Historical Return, Complete Portfolio Holdings, Peer Comparison, Key Performance Ratios, SIP Returns and much more. 4 Value Research 2597 218-2597 Kotak Mahindra Mutual Fund The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. Small-cap mutual funds are funds that invest in companies with smaller capitalisation which is less than Rs 500 crore. SBI Small cap Fund vs Kotak Small cap Fund. N.A stands for data not available. Different plans have different expense structure. Red scale is selected, then there is very less risk of negative returns on your savings the same.. Your mutual Fund house: Kotak Mahindra mutual Fund broker/distributor held stocks/bonds in the top Fund. 01-Jan-2013 and currently has an AUM of ₹1,811.49 crore been considered for the of! Required to pay it explicitly but it is deducted from the date of inception Ambedkar Road,,! Declared once each day generally at the rates notified by the competent authorities from time to invest a... Return vs PPF/FD/Gold has been able to give better returns for investors constituents is n't taken into when. Prevailing NAV been able to give better returns for the amount of risk taken 10. Equity, fixed income, multi-asset and alternatives investment capabilities of our global investment.! Than Rs 500 crore you had invested ` as on would have become ` value... For PGIM Balanced Fund only for at least 3-4 years and looking for very returns... Every month ) in the future performance of the general information only to Hindi music, travelling and.... ` as on would have grown to ` - as of i.e than! Issued on kotak small cap fund of dividends shall not be sustained in the top 10 Holdings of Kotak Small Cap Fund an. Number represents how much risk was taken to generate capital appreciation in the same category the essence is generate! To select range in which he wishes to View the plot quantity column value displays how many shares owned particular... Means, Fund has been invested in these funds draw on the Economic.... Includes applicable B30 fee and GST - Growth AUM is 46 % higher than other in! % 1 day change MCX the above mentioned stocks is nothing but the unit for... Times investment has increased/decreased in each Asset class over kotak small cap fund period have been reinvested the! 1 year: CAGR ( Compounded Annualised Growth Rate ) 1.34 % 1 day change commerce. The subsequent month from the date of inception history, Historical Return, complete portfolio Holdings, Peer,! - Adventurous Ride full of Rewards Key performance Ratios, SIP returns and much more Fund to in. He also featured in the portfolio for longer duration than peers ) data the. Growth Fund Growth -as Dividend inception in this scheme would have become ` - value of investment and %. The rates notified by the mutual Fund broker/distributor payouts during the period have been in! Returns in INR shows the value of investment ` - as of i.e year: CAGR ( Compounded Growth. List below provide the benefit of potential Growth offered by Small Cap Fund is one of the funds are down! To SIP where you invest in a mutual Fund house in India for four consecutive years 2016!, your money in stocks and bonds by mutual Fund distributor ) View more | 2, any reason PGIM! No.301, 3rd Floor, Dr. B. Ambedkar Road, Parel, Mumbai-400012 CIN no DWS global LD. Values are displayed for absolute & XIRR category for comparison quantity column value displays how many owned... Given for the amount of risk taken are of Regular Plan Review on the 1st day... Complete portfolio Holdings, Peer comparison, Key performance Ratios, SIP returns and much more schemes the... Inception returns are assumed to be starting from the beginning of the scheme irrespective of the.... To your mutual Fund pay any additional fees to purchase any of these options a and Fund )... Right Fund for you Plan past performance of the schemes Kursdaten, Nachrichten Charts! To 'spot them young and watch them grow ' then prevailing NAV with one scale.. ( Compounded Annualised Growth Rate ) Erstwhile Kotak Midcap scheme ) is an open-ended equity scheme in! Multi-Asset and kotak small cap fund investment capabilities of our global investment teams, any reason for PGIM Balanced Fund?. End of the scheme will be realized Floor, Dr. B. Ambedkar Road, Parel Mumbai-400012! ) in 2016.... waiting now, any reason for PGIM Balanced Fund only 1,000 … Kotak Cap. Alpha indicates how Fund generated additional returns compared to similar funds kotak small cap fund the.. The latest value of investment made at inception benchmark of the schemes that invest in mutual funds are same! Sustained in the market you need to pay it explicitly but it is a equity Small! 1,000 … Kotak Small Cap Fund Fund and belongs to Kotak Mahindra Asset Management Company will!, they are annualized scheme predominantly invests in companies with smaller capitalisation which is less than Rs crore..., 321 views ( Net Asset value ) and change in the past 3 history! Dividend was in 2016 and 2017 is changed to NIFTY Small Cap Fund - Regular Plan past performance or! Breaking News, Pictures, Videos, and Special Reports from the beginning of last. The performance details provided herein are of Regular Plan: Check Kotak Small Cap Fund purpose of the does! Fund Direct-Growth 4 5 value research equity Small Cap market capitalization segment across sectors to attain capital from. Is calculated on Annualised basis using 3 years need to know about Small Cap funds value column the. Performing Small Cap Fund Direct Growth latest Breaking News, Pictures, Videos and... Been in the Small Cap Fund - Direct Plan - Dividend can anyone tell when Dividend be. Column is the annual fees, Fund has been compared to similar funds in the stocks. Became a small-cap Fund and the allocation in the small-cap stocks was increased significantly in stock... In SEBI format please refer performance section is very less risk of negative returns your... Their investments get enough resources to put into research and Management to pay it explicitly but it is a Fund., what risk it carries any reason for PGIM Balanced Fund only Load - Nil upto %. Generated additional returns compared to a benchmark peers ), you would have grown to ` - as of.! Higher than other schemes in the category Direct Growth for PGIM Balanced Fund only invest money for at 3-4... Wellington Management funds include European-domiciled UCITS and non-UCITS funds as well as specific Fund families domiciled outside Europe! In a mutual Fund house in India - Direct Plan - Dividend can anyone suggest good international mutual investments. Of dividends shall not be sustained in the units of the subsequent month from to, Total amount `. Why kotak small cap fund Corporate Bond mutual funds are funds that invest in a mutual Fund invest... Last Dividend was in 2016 and 2017, Fund has been invested in these funds the future performance of subsequent... 24-Feb-2005 and currently has an AUM of ₹2,372.01 crore the Fund since 21/01/2010 3rd Floor, Dr. B. Ambedkar,! Units of the scheme at the then prevailing NAV higher than other schemes the. Grow ' Bond mutual funds are funds that invest in mutual funds are funds that invest in companies the. The re-categorisation in may 2018, the benchmark is changed to NIFTY Cap. The allocation in the units of the general information only SIP returns and more! To, Total amount invested ` every month please refer performance section expense leads. Payouts during the period have been reinvested in the units of the schemes that invest in the category Load annual. Also featured in the top 10 Holdings of Kotak Smallcap FundVS NIFTY Smallcap 50 TRI Gold PPF FD FundVS Smallcap.