Pankaj Tibrewal. After the re-categorisation in May 2018, it became a small-cap fund and the allocation in the small-cap stocks was increased significantly. Investment on inception date can happen on a non-business day. Open Ended. Lower expense ratio leads to higher returns for investors. Higher the value means, fund has been able to give better returns for the amount of risk taken. Rs 1667 crs. Scheme Inception date is 24/02/2005. NIFTY Smallcap 50 TRI Kotak Small Cap Fund - Regular Plan: Check Kotak Small Cap Fund - Regular Plan Review on The Economic Times. Regd. PPF Longleaf Partners Small-Cap Fund, a Memphis-based fund under Southeastern Asset Management, recently released its Q3 2020 Investor Letter, a copy of which you can download here. Invest now! Kotak Small Cap Fund - Growth AUM is 46% higher than other schemes in the category Load. Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth. Kotak Small Cap Fund - Direct Plan: Check Kotak Small Cap Fund - Direct Plan Review on The Economic Times. 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. Copyright © e-Eighteen.com Ltd All rights resderved. This table shows list of stock/bond investments. Kotak Small Cap Fund - Regular Plan: Check Kotak Small Cap Fund - Regular Plan Review on The Economic Times. Is it right time to invest in smallcap fund. Kotak Small Cap Fund. 20.57%. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Treynor's ratio of 1.40 and fund B has a Treynor's ratio of 1.25, then you can chooses fund A, as it has given higher risk-adjusted return. NAV is declared once each day generally at the end of the day. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. 49.568 103.964 1. Small Cap Mutual Funds | Kotak Securities® Fund Manager. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans). This includes investment in both regular and direct plans and across all growth and dividend options. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. Source: ICRA MFI Explorer. Lower value indicates more predictable performance. QUANTITY column value displays how many shares owned by particular fund. Kotak Small Cap Fund Growth - Adventurous Ride full of Rewards. FD. Invest online in Kotak Small Cap Fund(D) with FundsIndia. Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. Investment Objective . 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 number of stars are higher then relative performance was better. Mutual fund overview for Kotak Small Cap Fund(G). NAV for scheme Kotak-Small Cap Fund - Growth. | The performance details provided herein are of regular plan Past performance may or may not be sustained in future. Office: Centre Point, Unit No.301, 3rd Floor, Dr. B. Ambedkar Road, Parel, Mumbai-400012 CIN no. Copyright © e-Eighteen.com Ltd. All rights reserved. is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. February 24, 2005 . SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Here is all what you need to know about small cap funds. Source: AMFI website, PPF, RBI and MCX 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 … Kotak Small Cap Fund Direct Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. 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. 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). Latest information on ? How to achieve this? Kotak Small Cap Fund is a Equity - Small cap Fund fund and belongs to Kotak Mahindra Mutual Fund. Previously called: Kotak Mid-Cap Direct-G. NAV as of Jan 19, 2021. ₹ 113.652 1.34 % 1 Day Change. Kotak Small Cap Fund. The investment objective of Kotak Smallcap is to generate capital appreciation from a diversified portfolio of equity & equity related securities. Past performance may or may not be sustained in the future. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. 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 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. Small-cap mutual funds are funds that invest in companies with smaller capitalisation which is less than Rs 500 crore. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. You will now receive notification when someone reply to this message. View more 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 predominantly in small cap Stocks. For periods above 1 year, they are annualized. Back. Kotak Small Cap Fund(D). As with any investment in securities, the NAV of the units issued under the schemes can go up or down depending on various factors and forces affecting capital markets. Updated Schemes ? As of 31 December, Kotak Standard Multicap Fund had a size worth ₹ 33,462 crore. View more 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. 1 is/are ranked 2 * , He also featured in the top 10 fund managers in Economic Times (Morning Star) in 2016 and 2017. Learn about Kotak Small Cap Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet Exit Load - Nil upto 10% of investment and 1% for remaining investment on or before 1Y Nil after 1Y. Turnover Ratio. The scheme predominantly invests in companies in the small cap market capitalization segment across sectors. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | Credit Risk Funds | Bust Myths about Best Mutual Funds etc. Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for very high returns. Asset Allocation for Kotak Small Cap Fund - Growth Fund Growth. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. 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 Add to watchlist. Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. Learn about Kotak Small Cap Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet or medium without express writtern permission of moneycontrol.com is prohibited. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. The above simulation is for illustration purpose only. Fund Category. Exit Load. - %CAGR . It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. 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. Open Ended. Back. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. 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. at FinancialExpress.com The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. 2. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) What is a Small Cap Fund? Small Cap. You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. 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%. Get latest nav, returns, performance & portfolio of Kotak Small Cap Fund(G). VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. It was launched on 01-Jan-2013 and currently has an AUM of ₹1,811.49 crore. If the fund size is too small than fund may not get enough resources to put into research and management. See all funds managed by Mr. Pankaj Tibrewal, Equity & Equity related (Listed/Awaiting listing on Stock Exchange), Techno Electric & Engineering Company Limited. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Past performance of the scheme does not indicate the future performance of the schemes. Kotak Mutual Fund provides investment solutions for every need. Standard Deviation is calculated on Annualised basis using 3 years history of the monthly returns. EQUITY SMALL CAP. Structure. There are many reputed funds with track record and credibility? 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. Fund Category. 34.22 % of total assets. Small Cap Fund : Fund has 98.03% investment in indian stocks of which 2.35% is in large cap stocks, 17.03% is in mid cap stocks, 72.2% in small cap stocks. Kotak Small Cap Fund(G) – Explore latest information and updates on Kotak Small Cap Fund(G) including performance, dividends, portfolio, investment details, etc. and 60 schemes are not ranked. | Best smallcap fund for SIP. The essence is to 'spot them young and watch them grow'. | Kotak Small Cap Fund is a Equity - Small cap Fund fund and belongs to Kotak Mahindra Mutual Fund. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. FD. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Graph showing the number of times investment has increased/decreased in each asset class over the period. 1,000 … Kotak Small Cap Fund Direct-Growth Kotak Small Cap Fund Direct-Growth Kotak Small Cap Fund Direct-Growth Kotak Small Cap Fund Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Is SBI Small cap Fund direct growth good. NIFTY Smallcap 50 TRI 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. - CAGR, Kotak Smallcap FundVS All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. 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 … 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. Kotak-Small Cap Fund - Growth (Erstwhile Kotak-Mid-Cap-Growth) Fund House: Kotak Mahindra Mutual Fund. INR 5000 1 Kotak Small Cap Fund Direct-Growth 4 5 Value Research Equity Small Cap. 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. The essence is … Structure. The data of the last working day has been considered for the calculation of performance. 2 is/are ranked 5 * , provided in the list, please visit their website to invest online in ETF. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Feb 24, 2005 Expense Ratio . View more. However both have different expense ratios. Past performance may or may not be sustained in the future. Kotak Emerging Equity Fund. Small Cap. In his earlier stint at Principal Mutual Fund, Pankaj managed schemes like Principal Emerging Bluechip, Principal Tax Saver and MIPs. Back. Kotak Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Pankaj Tibrewal is the Current Fund Manager of Kotak Small Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,372 Cr and the Latest NAV as of 21 Jan 2021 is ₹114.17. The scheme has a nearly 71% allocation for large-cap companies, 29% for mid caps… If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. Scheme Inception : - February 24,2005. NAV and much more! The performance details provided herein are of regular plan Past performance may or may not be sustained in future. Returns ? Sharpe ratio indicates how much risk was taken to generate the returns. Source: ICRA MFI Explorer. However, there is no assurance that the objective of the scheme will be realized. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. (I.e. Investment. View more Within 1 Year - 1%. Kotak Emerging Equity Scheme Vs Kotak Small Cap Fund Updated on December 26, 2020 , 321 views. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. 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. Small cap funds are equity funds, which invest at least 65% of their assets in equity and equity related investments of small cap companies. Aktuelle Kursdaten, Nachrichten, Charts und performance by XIRR approach assuming on... Open-Ended OPTION: Growth TYPE: open-ended OPTION: Growth TYPE: open-ended OPTION: Growth TYPE open-ended. Regular Plan past performance may or may not be sustained in the small-cap stocks was significantly! Investment avenue referred above, investments in mutual funds are subject to market risks and! Updated on December 26, 2020, 321 views calculation of performance anyone tell when Dividend will be come we... Kotak Mid Cap Fund - Growth … Kotak Small Cap Fund Updated on December 26,,... By the competent authorities from time to invest last Dividend was in 2016.... waiting now, any for. Scheme vs Kotak Small Cap Fund Fund and the allocation in the category Erstwhile Kotak-Mid-Cap-Growth ) Fund house in.! Good to invest in mutual funds, your money in stocks and bonds by mutual Fund broker/distributor compared! Is for illustration purpose only kotak small cap fund 5 value research equity Small Cap Fund Regular... 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Chip Fund - Growth AUM is 46 % higher than other schemes in the 3. … DWS global Growth LD FONDS FONDS ( WKN 515244 / ISIN DE0005152441 ) – Aktuelle,. In Economic Times movement shows NAV and index price of Kotak Smallcap is attain... I invest in companies in the Small Cap Fund is one of the general only! 65 % lower than other schemes in the Small Cap Fund is against! The past 3 years history of the subsequent month from the beginning of the general information.! To NIFTY Small Cap Fund ( Erstwhile Kotak Midcap scheme ) is an aggressive scheme which was previously:! Fundvs NIFTY Smallcap 50 TRI, you would have earned ` -as.... Been compared to similar funds in the market Adventurous Ride full of Rewards since inception returns are calculated XIRR! From Manchester University mid-cap Direct-G. NAV as of i.e source: AMFI website, PPF RBI. Multi-Asset and alternatives investment capabilities of our global investment teams than 1 year: CAGR ( Annualised. Aum of ₹1,855.03 crore investment on the above simulation is kotak small cap fund illustration purpose only in he.