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Enter a Single character of a Scheme :
26 Aug 2026 | 15:08 IST
Kotak Small Cap Fund (G)
Summary Info
Fund Name : Kotak Mahindra Mutual Fund
Scheme Name : Kotak Small Cap Fund (G)
AMC : Kotak Mahindra Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 30-Dec-04
Fund Manager : Harish Bihani
Net Assets:(Rs. cr) 18932.78
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -0.15 5.06 7.88 12.84 5.83 12.56 13.41 16.70
Category Avg 0.54 4.25 6.05 6.46 7.12 15.16 13.89 13.95
Category Best 3.10 10.86 21.90 32.40 32.10 39.62 25.27 42.65
Category Worst -1.72 -8.44 -6.99 -9.89 -15.22 -2.48 1.42 -11.11
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8457 5.5938 0.3931 -3.2314 0.0027
Holdings Date :31-Jul-26
Company Name% Hold
Aster DM Quality 4.91
Vijaya Diagnost. 3.87
Sansera Enginee. 3.68
Krishna Institu. 3.59
Century Plyboard 2.46
Minda Corp 2.45
Kalpataru Proj. 2.43
Five-Star Bus.Fi 2.25
Ajanta Pharma 2.10
ICICI Bank 2.00
Shriram Finance 1.99
Metropolis Healt 1.96
Techno Elec.Engg 1.89
Garware Tech. 1.79
Brigade Enterpr. 1.68
Aptus Value Hou. 1.56
Ujjivan Small 1.48
Aditya Infotech 1.45
V-Mart Retail 1.45
Alembic Pharma 1.44
Axis Bank 1.42
Jubilant Ingrev. 1.41
Happy Forgings 1.39
R R Kabel 1.37
Cyient 1.36
Balrampur Chini 1.35
BEML Ltd 1.35
Carborundum Uni. 1.33
V-Guard Industri 1.33
Medplus Health 1.33
360 ONE 1.23
Blue Star 1.23
Mahindra Life. 1.22
KFin Technolog. 1.22
Vishal Mega Mart 1.19
Bharti Hexacom 1.18
Ratnamani Metals 1.17
Avenue Super. 1.16
Crompton Gr. Con 1.14
Devyani Intl. 1.13
Lenskart Solut. 1.11
Schaeffler India 1.10
Sagility 1.07
Blue Dart Expres 1.06
VST Till. Tract. 1.06
Karur Vysya Bank 1.06
Mankind Pharma 1.04
ICICI Lombard 1.03
Swiggy 1.02
Indo-MIM 1.02
Home First Finan 0.91
J K Cements 0.90
CMS Info Systems 0.89
Shoppers Stop 0.88
Hawkins Cookers 0.80
Bansal Wire Inds 0.77
ACME Solar Hold. 0.74
Orient Electric 0.73
Somany Ceramics 0.73
Dhanuka Agritech 0.72
Sheela Foam 0.69
Torrent Pharma. 0.64
G R Infraproject 0.63
Cello World 0.60
PVR Inox 0.58
Sandhar Tech 0.57
Rolex Rings 0.57
Medi Assist Ser. 0.57
Atul 0.53
Angel One 0.50
Max Estates 0.50
Capillary Tech. 0.48
Hexaware Tech. 0.48
WPIL 0.47
Suraksha Diagno. 0.45
Shadowfax Techno 0.42
Kewal Kir.Cloth. 0.24
Anand Rathi Shar 0.14
Physicswallah 0.12
TREPS 0.19
Net CA & Others 0.05
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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