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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.
November 8, 2024
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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

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