Kotak Small Cap Fund - Payout of Income Distribution cum capital withdrawal option

Kotak Small Cap Fund - Payout of Income Distribution cum capital withdrawal option is a scheme launched by Kotak Mutual Fund on February 24, 2005, and falls under the Small Cap fund category. It currently manages an AUM of Rs 17,902.58 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.65% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Kotak Small Cap Fund - Payout of Income Distribution cum capital withdrawal option trailing returns over different times are -6.72% (1 year), 15.17% (3 year) and 26.74% (5 year). The average annual return of this fund stands at -6.03%.