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Should You Invest In Kotak Small Cap Fund?

This blog includes Kotak Small Cap Fund’s current portfolio, key ratios, NAV and AUM, manager details and more. However, most investors don’t have the time or knowledge to use this information. Luckily if you invest using the Cube Wealth app - you won’t have to worry about jargon, charts or ratios.
March 16, 2021

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The Kotak Small Cap Fund invests in small cap companies that are still developing. Small cap companies in India have a market capitalization of less than 500 Crores. 

In this blog, you’ll find all the key information about the Kotak Small Cap Fund - Regular Plan. Let’s start by understanding the fund’s investment strategy. 

Important: It is recommended to consult a Cube Wealth Coach before investing in any asset.

What Is Kotak Small Cap Fund?

Kotak Small Cap Fund invests predominantly in small cap companies that are still at a nascent stage. It believes in spotting companies with a high future growth potential and aims to generate returns by capitalising on their growth.

It is recommended to consult a Cube Wealth Coach before investing in any mutual fund.

Primary Investment Objective

Kotak Small Cap Fund’s primary investment objective is to generate capital appreciation by investing predominantly in small cap companies. 

To achieve this, the fund aims to have a well diversified portfolio of equity and equity related securities. However, there's no guarantee that this aim will be achieved. 

Find out more about this fund on Cube Wealth

Kotak Small Cap Fund Information

 

Mutual Fund Name

Kotak Small Cap Fund

Category

Equity Small Cap  scheme

Date of Inception

24-Feb-2005

Returns Since Inception

16.48%

NAV

₹120.101

Benchmark Index

NIFTY 50 – TRI

Minimum Investment Amount in Cube

₹5000

Expense Ratio

2.09%

AUM

₹2,539.01 Cr

52-Week NAV High

₹115.89

52-Week NAV Low

₹49.57

Note: All facts and figures are updated as of 12/03/2021 and are taken from publicly available sources. While we update our pages regularly, we advise you to check the Cube Wealth App for the latest data.

Kotak Small Cap Fund Portfolio

 

Company Name

Ticker

Century Plyboards (India)

CENTURYPLY

Sheela Foam

SFL

Supreme Industries

SUPREMEIND

Carborundum Universal

CARBORUNIV

Persistent Systems

PERSISTENT

Dixon Technologies India Ltd

DIXON

Hawkins Cooker Ltd

508486

Note: Stocks mentioned above are a part of the fund’s portfolio as of 12/03/2021. This information is subject to change at any time. 

About Kotak Small Cap Fund Team

Kotak Emerging Equity Fund Team is managed by Pankaj Tibrewal. He is a B.Com graduate from St. Xavier's College, Calcutta; and has a Masters degree in Finance from Manchester University, UK.

Mr Tibrewal has close to 15 years of experience in the mutual funds industry. He has managed several debt & equity schemes in the past.

Competition

Cube Wealth strongly advises investors to consult a Cube Wealth Coach before investing in any mutual fund.

Cube's Mutual Fund Advisor

The mutual funds available on the Cube Wealth app are curated by Wealth First. WF is Cube’s mutual fund advisory partner, founded in 2000. 

WF is a trusted financial advisory with a track record of beating the market by ~50% over the past 10 years. It currently has over 3000+ clients and an AUM of ₹7000+ crores. 

Download the Cube Wealth app to invest in the best mutual funds in India.

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Bhavna Sharma
Bhavna is a Business Economics graduate with over 10 years of writing experience. She writes on a variety of topics for Cube Wealth and helps simplify investment-related concepts with both short & long-form content.

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