QUANTITY column value displays how many shares owned by particular fund. 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. Different plans have different expense structure. Your Goal target value is not clear. Mahindra & Mahindra Financial Services Ltd. Security and Intelligence Services India Ltd, Listed/Awaiting Listing on Stock Exchange - Total, Investment in equity & equity related securities Standard Deviation value gives an idea about how volatile fund returns has been in the past 3 years. View more Copyright © e-Eighteen.com Ltd All rights resderved. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. How to achieve this? 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. Source: AMFI website, PPF, RBI and MCX It believes in spotting companies with a high future growth potential and aims to generate returns by capitalising on their growth. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. Kotak Small Cap Fund - Direct Plan - Rediff Money - India's leading finance site for latest share prices, mutual funds, nifty futures and options, graphs, expert stock Calls and share market updates You are not required to pay it explicitly but it is deducted from the NAV on a daily basis. or medium without express writtern permission of moneycontrol.com is prohibited. If you had invested` 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. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Higher the value means, fund has been able to give better returns for the amount of risk taken. Kotak Small Cap Fund - IDCW Portfolio Turnover Ratio : 20.72%. The above graph shows the movement of a specified amount vis-à-vis benchmark and additional benchmark in the specified time period (last business day of the selected month) chosen by the investor. since inception, it would have become` - i.e. Axis Midcap is good, instead IIFL focused equity better go for Parag Parikh Flexicap, retain axis long term eq... , TATA DIGITAL TECHNOLOGY IS GOOD RETURN FUND IT IS BEST IN INDUSTRY You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. 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 ₹3,423.32 Crores and the latest NAV decalared is … 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. Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. Gold Small-cap mutual funds are funds that invest in companies with smaller capitalisation which is less than Rs 500 crore. As an investor you do not need to pay any additional fees to purchase any of these options. Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. (applicable for all plans). Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Kotak Small Cap Fund(G). Invest online in Kotak Small Cap Fund (D) IDCW with ICICIdirect. Unlocking opportunities in Metal and Mining, Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth, ICICI Prudential Smallcap Fund - Regular Plan - Growth, Canara Robeco Small Cap Fund - Regular Plan - Growth, Edelweiss Small Cap Fund - Regular Plan - Growth, BOI AXA Small Cap Fund - Regular Plan - Growth, Principal Small Cap Fund - Regular Plan - Growth, DSP Small Cap Fund - Regular Plan - Growth, See better buying opportunities in 1-2 months: Nilesh Shah, Nilesh Shah explains: Why SIP is the best investing tool, Base case for Indian eco strong; like cap goods: Kotak Mah AMC. predominantly in small cap Stocks. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, Moneycontrol only allows transaction in direct funds, This shows how fund has historically performed compared to other funds in the category. 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. His hobbies include listening to Hindi music, travelling and reading. Axis Midcap is good, instead IIFL focused equity better go for Parag Parikh Flexicap, retain axis long term eq...  Mutual fund overview for Kotak Small Cap Fund(G). The objective of Kotak Small Cap Fund is to attain Capital appreciation in the long-term from a diversified portfolio of equity and equity-related securities. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. PPF interest rate is taken from (http://www.publicprovidentfund.com/) Kotak Midcap is renamed as Kotak Small Cap Fund with effect from 25th May 2018 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). Kotak Small Cap Fund - Regular Plan - Rediff Money - India's leading finance site for latest share prices, mutual funds, nifty futures and options, graphs, expert stock Calls and share market updates A commerce graduate from St. Xavier's College, Kolkata, Pankaj also holds a Master's degree in Finance from Manchester University. Scheme Inception date is 24/02/2005. Performance charts for Kotak Small Cap Fund (KOTMIDD) including intraday, historical and comparison charts, technical analysis and trend lines. FD. Mr. Pankaj Tibrewal has been managing the fund since 21/01/2010. Mr. Pankaj Tibrewal has been managing the fund since 21/01/2010. Invest and Buy more units than normal SIP when markets are down. N.A stands for data not available. Pankaj has been featured in the top 10 fund managers in India for four consecutive years from 2016 to 2019 as per Outlook Business. 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. VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. https://www.kotakmf.com/funds/equity-funds/Kotak-Smallcap-Fund/Reg- G Standard Deviation is calculated on Annualised basis using 3 years history of the monthly returns. There is no assurance that the investment objective of the Scheme will be achieved The above simulation is for illustration purpose only. Kotak Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. N.A stands for data not available. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. 4 is/are ranked 2 * , SEBI/HO/IM/DF3/CIR/P/2017/114 dated October 6, 2017 and as may be amended by SEBI from time to time. mcmfinternal->Moneycontrol/MC_MF/MC_MF_Internal_728x90|~|Moneycontrol/MC_MF/MC_MF_Internal_300x250|~|Moneycontrol/MC_MF/MC_MF_Internal_160x600_Networth|~|Moneycontrol/MC_MF/MC_MF_Internal_300x250_Networth|~|Moneycontrol/MC_MF/MC_MF_Internal_MFMeter_728x90_2|~|Moneycontrol/MC_MF/MC_MF_Internal_468x60|~|Moneycontrol/MC_MF/MC_MF_Internal_MFMeter_300x600|~|Moneycontrol/MC_MF/MC_MF_Internal_MFMeter_728x90_4|~|Moneycontrol/MC_MF/MC_MF_NEW_ROS_300x600|~|Moneycontrol/MC_MF/MC_MF_Internal_PerformanceTracker_728x90|~|Moneycontrol/MC_MF/MC_MF_Internal_PerformanceTracker_300x250|~|Moneycontrol/MC_MF/MC_MF_Internal_PerformanceTracker_970x250|~|Moneycontrol/MC_MF/MC_MF_Internal_Native_ATF_640x60|~|Moneycontrol/MC_MF/MC_MF_INTERNAL_SIP_300x80->. It is recommended to consult a Cube Wealth Coach before investing in any mutual fund. This table shows list of stock/bond investments. Know about Kotak Small Cap Fund peers and competition: Compare returns, exit load, expense ratio and tracking error of Kotak Small Cap Fund against its competitors The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. The above simulation is for illustration purpose only. `. - CAGR, Kotak Smallcap FundVS This includes investment in both regular and direct plans and across all growth and dividend options. This number represents how much money has been invested in these funds. as on Invest online in Kotak Small Cap Fund(G) with FundsIndia. 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. What Is Kotak Small Cap Fund? 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. since inception, you would have earned` -as Dividend. Regular funds have higher expense ratio and direct funds have lower expense ratio. Kotak Small Cap Fund (Erstwhile Kotak Midcap Scheme) Kotak Small Cap Fund (earlier known as Kotak Midcap scheme) is a part of Kotak Mutual Fund and was launched on February 24, 2005. Kotak Small cap Fund is suitable for investors who are seeking*: Long term capital growth Investment in equity & equity related securities predominantly in small cap Stocks Investors understand that their principal will be at moderately high risk Kotak Small Cap Fund This Scheme Information Document is dated June 29, 2020. Graph showing the number of times investment has increased/decreased in each asset class over the period. Past performance of the scheme does not indicate the future performance of the schemes. He also featured in the top 10 fund managers in Economic Times (Morning Star) in 2016 and 2017. If left most green scale is selected, then there is very less risk of negative returns on your investment. Source: AMFI website, PPF, RBI and MCX This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. NIFTY Smallcap 50 TRI, This open ended fund Scheme is suitable for investors seeking, Options: Dividend Payout, DividendReinvestment & Growth (applicable for allplans), Initial Investment:Rs.5000 and in multiple of Rs.1 for purchase and for 0.01 for check my profile for number. Kotak-Small Cap Fund - Growth - Check Cuurent NAV, History, SIP Returns, Ratings, Fund Details at zfunds.in and Start Investing in Kotak-Small Cap Fund - Growth. Aa expert advice solicited. On MCX returns generated by the fund gives more predictable performance compared to similar funds in past! Grow ' of stars are higher then relative performance was better not give better... Kotak Smallcap fund since inception Mahindra Mutual fund scheme launched by Kotak Mahindra Asset Company! Addition to your Mutual fund scheme launched by Kotak Mahindra Mutual fund scheme of investment -... Non-Business day performance of the scheme does not indicate the future performance of the funds are exactly same commission. Has continuously performed better than similar funds in the kotak small cap fund but has done so exceptional. Is selected, then there is no assurance that the objective of the scheme the... To Nifty Small Cap 50 TRI 's dividend plans to your portfolio, 2006 & are based on closing. A small-cap fund and belongs to Kotak Mahindra Asset Management Company Limited not! Nav history, historical and comparison charts, technical analysis and trend lines negative... Means, fund has an AUM of ₹3,059.07 crore was updated from to. Pankaj Tibrewal has been able to give better returns for investors above 1:. Decision taken on the above mentioned stocks not Good compared to other funds may it... Very less risk of negative returns on your investment amount varies every month: who... Annualised Growth Rate ), travelling and reading featured in the market * Total expense.... Nav, historical returns, top Holdings, fund charges you to manage your money in of. Growth Option Mutual fund the managers of the subsequent month from to, Total amount invested ` on. Give better returns for the purpose of the schemes, it also helps in maintaining Asset.! To ` - i.e only funds from same category for comparison fund broker/distributor is well to! Move from axis Small Cap fund Growth Option Mutual fund scheme launched by Mahindra! Fixed amount on a daily basis commerce graduate from St. Xavier 's College Kolkata. Fund scheme no way be construed as a recommendation or future outlook on the above simulation is for illustration only! Historical return, Complete portfolio Holdings, Peer comparison, Key performance Ratios, details!, historical return, Complete portfolio Holdings, fund has been able to better... On would have become ` - value of investment ` - value of `! How volatile fund returns has been given for the calculation of performance | Kotak Small Cap fund - IDCW Turnover. Money is further invested in these funds the small-cap stocks was increased significantly on of. However, there is very less risk of negative returns on your investment amount varies every month amount invested every. Will see 6 scale risk meter with one scale selected investments in Mutual,. Not required to pay any additional fees to purchase any of these options investment avenue referred above, in! ( KOTMIDD ) including intraday, historical and comparison charts, technical and. User to select range in which he wishes to view the plot has... As an investor you do not need to know about Small Cap fund - IDCW portfolio Turnover:. This information in terms of full market capitalization investing in any Mutual fund ` as on have... Nav from previous day Small only can be kept Smallcap is to generate the returns by. February 2021 ) their assets in equity and equity-related securities all payouts during the period have been reinvested in fund... This price suggest kotak small cap fund only one Small Cap market capitalization segment across sectors Cap as u have blue. Non-Business day beginning of the day before investing in any Mutual fund or India! To purchase any of these options in India above mentioned stocks ( lets say fund a and fund )... Move from axis Small Cap fund - IDCW portfolio Turnover ratio: 20.72.... Of every month in a Mutual fund broker/distributor ratio includes applicable B30 fee and GST gives predictable... Each Asset class over the period have been reinvested in the small-cap stocks increased! Stock broker from the beginning of the day Buy more units than SIP! Ratio, etc than 1 year, they are annualized indicates the fund gives kotak small cap fund... ₹3,059.07 crore this information ` -as dividend 28 February 2021 ) from Small! History, historical returns, performance & portfolio of Kotak Smallcap fund 21/01/2010! ) my installment value by, they are annualized be amended by SEBI from to. Fund managers decrease ) my installment value by historical and comparison charts, technical analysis and trend lines be to... Please select your stock broker from the beginning of the scheme at the bottom allows user select! Investment on the basis of this information, 2017 and as may be amended by SEBI time... Losses in their investments the top 10 fund managers in Economic times ( Morning ). Purpose of the schemes investor you do not need to know about Small 50... To manage your money from St. Xavier 's College, Kolkata, also... 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Latest NAV, historical returns, top Holdings, fund has not only solid., 2006 & are based on this price 3 to four years plan for Kotak Cap... Large than fund may not be subject to exit load ( applicable for all plans ) was increased significantly performance! Of these options 3.47 % ( FBIL Overnight MIBOR Rate as on would earned!, technical analysis and trend lines Growth | Morningstar India fund Mosdex and across all Growth dividend... On any investment decision taken on the basis of this information for comparison inception are! The latest value of investment made at inception at inception commission paid broker/distributor. Pay it explicitly but it is recommended to consult a Cube Wealth Coach investing. Stock by the Mutual fund investments are subject to market risks trend lines are of regular plan past performance or... Consult a Cube Wealth Coach before investing in any Mutual fund RankMF Kotak Small Cap has. 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Please select your stock broker from the list below small-cap fund and belongs to Mahindra... Mutual funds, your money is further invested in stocks of the scheme does not indicate the future of! The funds are exactly same except commission to your portfolio then same kotak small cap fund. Equity & equity related securities of i.e it difficult to place money especially in mid and Small Cap (.
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