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Kotak-Small Cap Fund - Growth

  • Equity
  • Small Cap
  • Very High
  • Current NAV

    ₹226.52 1.428%

    12-04-2024
  • Annual Returns

    42.29%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Equity 95.55%
  • Others 4.45%

Market Cap

Allocation
Small Cap 72.76
Mid Cap 17.16
Large Cap 5.46
Others 0.17

Sector Allocation

Capital Goods

Consumer Discretionary

Materials

Services

Metals & Mining

Chemicals

Healthcare

Automobile

Technology

Financial

Construction

Textiles

Consumer Staples

Energy

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
12-Apr-2024
Holdings PE Ratio
12-Apr-2024
1Y Return
Cyient Ltd. Small Cap Technology (35.62) 4.3% 35.29 90.96%
Century Plyboards (India) Ltd. Small Cap Materials (29.03) 3.16% 39.77 32.35%
Carborundum Universal Ltd. Small Cap Metals & Mining (68.79) 3.01% 51.51 27.68%
Blue Star Ltd. Small Cap Consumer Discretionary (74.64) 3.01% 56.14 94.3%
Ratnamani Metals & Tubes Ltd. Small Cap Metals & Mining (40.14) 2.69% 33.09 40.24%
Alembic Pharmaceuticals Ltd. Small Cap Healthcare (55.62) 2.47% 32.89 89.69%
Garware Technical Fibres Ltd. Small Cap Textiles (42.57) 2.27% 34.48 15%
Galaxy Surfactants Ltd. Small Cap Chemicals (61.42) 2.27% 29.4 6.02%
Techno Electric & Engineering Company Ltd. Small Cap Capital Goods (19.24) 2.08% 27.37 121.03%
The Great Eastern Shipping Company Ltd. Small Cap Energy (5.48) 2.02% 5.61 47.87%
Shoppers Stop Ltd. Small Cap Services (117.77) 1.9% 117.58 20.72%
V-Guard Industries Ltd. Small Cap Consumer Discretionary (79.98) 1.89% 64.49 36.23%
Blue Dart Express Ltd. Small Cap Services (38.23) 1.89% 48.84 -1.58%
Sansera Engineering Ltd. Small Cap Automobile (52.12) 1.86% 29.45 30.69%
Persistent Systems Ltd. Mid Cap Technology (35.12) 1.74% 60.39 85.06%
Mahindra Lifespace Developers Ltd. Small Cap Construction (117.18) 1.74% 4827.92 61.74%
Solar Industries India Ltd. Mid Cap Chemicals (26.29) 1.69% 0 14.53%
Bosch Ltd. Mid Cap Automobile (47.67) 1.67% 37.94 59.31%
Exide Industries Ltd. Mid Cap Capital Goods (36.66) 1.64% 38.74 115.14%
Amber Enterprises India Ltd. Small Cap Consumer Discretionary (79.98) 1.62% 87.2 96.6%
JK Cement Ltd. Mid Cap Materials (58.06) 1.61% 48.13 44.21%
BEML Ltd. Small Cap Capital Goods (79.1) 1.6% 72.93 165.94%
Kalpataru Projects International Ltd. Small Cap Capital Goods (26.82) 1.59% 38.13 120.37%
Amara Raja Energy & Mobility Ltd Small Cap Capital Goods (36.66) 1.59% 19.86 52.85%
Ajanta Pharma Ltd. Mid Cap Healthcare (55.62) 1.54% 36.32 68.33%
Sheela Foam Ltd. Small Cap Consumer Discretionary (23.54) 1.41% 0 28.01%
Rolex Rings Ltd Small Cap Capital Goods (48.45) 1.4% 0 -2.85%
ICICI Bank Ltd. Large Cap Financial (25.23) 1.31% 18.25 23.94%
Somany Ceramics Ltd. Small Cap Materials (54.88) 1.31% 25.41 16.29%
Schaeffler India Ltd. Mid Cap Capital Goods (49.91) 1.29% 0 7.84%
Avenue Supermarts Ltd. Large Cap Services (26.29) 1.28% 8.72 63.23%
V-Mart Retail Ltd. Small Cap Services (117.77) 1.22% 0 -0.09%
Computer Age Management Services Ltd. Small Cap Services (33.21) 1.16% 47.15 44.19%
Mankind Pharma Ltd. Large Cap Healthcare (55.62) 1.15% 53.43 0%
Supreme Industries Ltd. Mid Cap Materials (47.42) 1.13% 49.8 61.2%
Balrampur Chini Mills Ltd. Small Cap Consumer Staples (9.68) 1.11% 12.99 -8.63%
Minda Corporation Ltd. Small Cap Automobile (46.01) 1.09% 0 0%
Thermax Ltd. Mid Cap Capital Goods (57.7) 1.06% 88.49 99.98%
Dhanuka Agritech Ltd. Small Cap Chemicals (36.51) 1.02% 22.22 86.61%
R R Kabel Ltd. Small Cap Consumer Discretionary (59.28) 1.01% 63.02 0%
Shyam Metalics And Energy Ltd. Small Cap Metals & Mining (22.42) 1.01% 15.6 112.59%
APL Apollo Tubes Ltd. Mid Cap Metals & Mining (40.14) 1% 56.36 28.81%
VIP Industries Ltd. Small Cap Consumer Discretionary (24.06) 0.99% 102.5 -10.78%
Nilkamal Ltd. Small Cap Materials (47.42) 0.99% 21.96 6.98%
Happy Forgings Ltd. Small Cap Metals & Mining (32.09) 0.98% 0 -100%
CMS Info Systems Ltd. Small Cap Services (46.9) 0.98% 19.46 40.26%
GR Infraprojects Ltd. Small Cap Construction (19.3) 0.97% 11.26 35.7%
PVR Inox Ltd. Small Cap Services (33.88) 0.93% -58.76 -8.2%
Krishna Institute of Medical Sciences Ltd Small Cap Healthcare (85.11) 0.92% 64.18 53.97%
V.S.T. Tillers Tractors Ltd. Small Cap Automobile (61.49) 0.87% 0 34.35%
Torrent Pharmaceuticals Ltd. Large Cap Healthcare (55.62) 0.87% 58.45 62.33%
Hawkins Cookers Ltd. Small Cap Consumer Discretionary (50.46) 0.86% 0 0.48%
Orient Electric Ltd. Small Cap Consumer Discretionary (79.98) 0.85% 0 -6.67%
Shriram Finance Ltd Large Cap Financial (20.28) 0.85% 14.06 89.84%
Apollo Pipes Ltd. Small Cap Materials (82.3) 0.75% 304.65 10.77%
Kajaria Ceramics Ltd. Small Cap Materials (53.25) 0.74% 46 11.09%
Sandhar Technologies Ltd. Small Cap Automobile (48.46) 0.72% 31.62 149.22%
Go Fashion (India) Ltd. Small Cap Services (134.52) 0.71% 0 13.23%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 0.69% 0 0%
PI Industries Ltd. Mid Cap Chemicals (36.51) 0.67% 36.57 26.58%
Prataap Snacks Ltd. Small Cap Consumer Staples (67.71) 0.67% 107.75 24.6%
Atul Ltd. Small Cap Chemicals (39.47) 0.65% 50.68 -13.01%
Aavas Financiers Ltd. Small Cap Financial (9.92) 0.65% 26.15 -10.04%
Laxmi Organic Industries Ltd. Small Cap Chemicals (9.4) 0.64% -0.02 0%
AU Small Finance Bank Ltd. Mid Cap Financial (17.76) 0.57% 0 95.96%
Kewal Kiran Clothing Ltd. Small Cap Textiles (134.52) 0.49% 30.41 72.21%
Whirlpool Of India Ltd. Small Cap Consumer Discretionary (127.79) 0.43% 89.56 8.61%
WPIL Ltd. Small Cap Capital Goods (59.47) 0.43% 7.74 43.33%
The Ramco Cements Ltd. Mid Cap Materials (58.06) 0.41% 51.8 10.63%
KNR Constructions Ltd. Small Cap Construction (48.79) 0.39% 12.93 8.17%
Archean Chemical Industries Ltd. Small Cap Chemicals (34.57) 0.34% 21.67 14.52%
Heritage Foods Ltd. Small Cap Consumer Staples (71.56) 0.29% 34 84.86%
Jupiter Life Line Hospitals Ltd. Small Cap Healthcare 0.27% 0%
Sai Silks (Kalamandir) Ltd. Small Cap Textiles 0.23% 0%
Coromandel International Ltd. Mid Cap Chemicals (15.82) 0.23% 18.4 18.6%
Samvardhana Motherson International Ltd. Mid Cap Automobile (98.35) 0.22% 40.97 75.58%
Suprajit Engineering Ltd. Small Cap Automobile (38.68) 0.17% 39.73 19.73%
GPT Healthcare Ltd. Healthcare (93.27) 0.17% 0 0%
Anand Rathi Wealth Ltd. Small Cap Financial (33.21) 0.15% 80.29 387.72%

Market Cap

Allocation
Others 4.45

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 4.57% 0%
Others Others -0.12% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Kotak?

The top holdings of this fund are Cyient Ltd., Century Plyboards (India) Ltd., Carborundum Universal Ltd., Blue Star Ltd., Ratnamani Metals & Tubes Ltd.

Top 5 Sector for Kotak?

The major sectors of this fund are Capital Goods, Consumer Discretionary, Materials, Services, Metals & Mining.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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