Kotak Small Cap Fund (G) Mutual fund

Kotak Small Cap Fund (G)

Q: How to Invest in Kotak Small Cap Fund (G) through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Kotak Small Cap Fund (G) good?

The Kotak Small Cap Fund (G) has an AUM of ₹17593.30 Cr as on 11/19/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 21.50%. The risk is Very High against the category average of 79.34.

Q: Is Kotak Small Cap Fund (G) tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Kotak Small Cap Fund (G)?

There is no lock-in period applicable on Kotak Small Cap Fund (G).

Q: What is the expense ratio of Kotak Small Cap Fund (G)?

The expense ratio of Kotak Small Cap Fund (G) is 1.64%.

Equity

●

Small Cap

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Fund Details

Current NAV

₹266.31

Expense Ratio

1.64%

Min SIP

₹100

Fund Size

₹17593Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.

Fund Performance

Alpha

1.53%

Beta

0.68

Sharpe Ratio

1.0364

Risk

13.43%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Kotak Small Cap Fund (G) FAQs

Q1. How to Invest in Kotak Small Cap Fund (G) through Rupeezy?

Q2. Is Kotak Small Cap Fund (G) good?

Q3. Is Kotak Small Cap Fund (G) tax free?

Q4. What is the lock-in period of Kotak Small Cap Fund (G)?

Q5. What is the expense ratio of Kotak Small Cap Fund (G)?

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