Kotak Small Cap Fund (G)

3
Small Cap NAV 70.086 0.211 24 June, 2019
  • 13.3%
  • 5Y 7M

Fund Details

Category Small Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 24 February, 2005
Benchmark Nifty Smallcap 50
Asset Size(Cr) 1276.4 (As on May 31, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load 1 % For 365 Days
Expense Ratio 2.15% (As on May 31, 2019)
Fund Manager Pankaj Tibrewal

Investment Returns (As on 24 Jun, 2019)

  • 3 Month -0.71%
  • 6 Month 2.13%
  • 1 Year -7%
  • 3 Year 8.05%
  • 5 Year 13.3%
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Small Cap Fund (G) -7% 8.05% 13.3%
SBI Small Cap Fund (G) -3.18% 15.44% 21.7%
HDFC Small Cap Fund (G) -6.53% 15.29% 15.27%
L&T Emerging Businesses (G) -11.15% 14.51% 15.49%
Reliance Small Cap Fund (G) -7.75% 13.64% 16.58%
Aditya Birla Sun Life Small Cap Fund (G) -15.98% 6.6% 11.94%

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Kotak Small Cap Fund Growth - Adventurous Ride full of Rewards

Kotak Small Cap Fund is an aggressive scheme which was previously called Kotak Mid Cap Fund as it belonged to the mid-cap category. After the re-categorisation in May 2018, it became a small-cap fund and the allocation in the small-cap stocks was increased significantly. Kotak Small Cap Fund is a newcomer in the small-cap category and has only completed one year in which the market conditions were unfavourable for the small-cap stocks but this scheme prevented the downsides to go below the benchmark and category average. It has the ability to generate exponential returns in the supportive market conditions but can display negative returns in the downtrends of the market.

Kotak Small Cap Fund - All you Need to Know

Small-cap mutual funds are considered aggressive schemes as they invest the majority of the corpus in the small-cap companies which are ranked from 251st to 500th in terms of market capitalisation. These industries are at their emerging stage and financially unstable to resist any volatility in the market. The stocks of small-cap companies tend to fluctuate quite often but can also grow dramatically in the positive market condition as these companies have a wider margin of growth.

Kotak Small Cap Fund is a new entrant in the small-cap category but is managed by the highly experienced fund manager Mr Pankaj Tibrewal who has been handling the same fund under mid-cap mandate since 2010. He has an expertise in managing aggressive portfolios as he also handles investment for Kotak Emerging Equity Fund which is also an aggressive scheme of Kotak Mutual Fund. Under the previous mandate, Kotak Mid Cap Fund was a top performer in the category and delivered phenomenal gains to the investors. However, as the allocation in the small-cap stocks have been increased, the past performance cannot be considered to invest in this small-cap fund.

Kotak Small Cap Fund Growth - Investment Strategy

The fund manager Mr. Pankaj Tibrewal selects quality stocks in the mid and small cap segment with maximum growth potential. Multilevel analysis is done before the selection of the stocks. A total of 65 stocks are present in the current portfolio and the number of stocks can range from 60-70. Small-cap allocation ranges from 55-65% while the rest is invested in the mid-cap segment. Only a residual proportion of the corpus is invested in the large-cap stocks to control the fluctuations. The Engineering sector is most preferred followed by Financial, construction, chemicals and FMCG. The investment strategy is more inclined towards growth style as value investing in the mid and small-cap section can be hazardous although a few potential beaten down stocks are bought to grab the advantage of the growth.

The mandate of Kotak Small Cap Fund was changed in May 2008 and it is too early to consider the scheme on the basis of past performance. Although within a short span, it has been a decent performer even when the market conditions were unfavourable.

How Risky is Kotak Small Cap Fund G?

The fund follows an aggressive mandate to deliver capital gains to the investors but compared to other small-cap funds, it possesses decent risk as the standard deviation is lower than most of the peers. Compared to the risk taken, it has delivered reasonable returns to the investors. Kotak Small Cap Fund is suitable for high-risk takers or adventurous investors who can stay invested for the long term. The investment must be done for more than 7 years for better returns. The small-cap stocks can be highly volatile and the investors must be ready to experience the adventurous ride that can be fruitful in the long term if a disciplined investment is done. Significant returns can be earned in the long term. You can calculate the returns using our sip calculator.

Kotak Small Cap Fund is an aggressive scheme and the investors must be ready to face frequent fluctuations. Due to the high-risk portfolio, Systematic Investment Plan (SIP) is the most preferred and suggested mode of investment, as it can average out the risk involved. However, the fund also allows investment through lumpsum and the investors can choose either of them as per the convenience. To know more about Kotak Small Cap Fund or to know whether the fund is suitable for you or not, connect with the experts at MySIPonline.

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