mid cap funds are the schemes that invest their fund money in stocks of companies having a … Within 1 Year - 1% ... appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. 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 Emerging Equity Scheme Vs Kotak Small Cap Fund Updated on December 26, 2020 , 321 views. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. The investment objective of Kotak Smallcap is to generate capital appreciation from a diversified portfolio of equity & equity related securities. PPF Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. `. N.A stands for data not available. Small Cap Mutual Funds | Kotak Securities® Open Ended Scheme Min. Hence, the performances are not strictly comparable. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. Back. If you had invested ` Previously called: Kotak Mid-Cap Direct-G. NAV as of Jan 19, 2021. ₹ 113.652 1.34 % 1 Day Change. - %CAGR . In his earlier stint at Principal Mutual Fund, Pankaj managed schemes like Principal Emerging Bluechip, Principal Tax Saver and MIPs. 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 … 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 … Category: Equity: Small Cap: Launch Date: 24-02-2005: Asset Class: Equity: Benchmark: NIFTY SMALLCAP 100 TRI Expense Ratio: 2.14% As on (30-11-2020) Status: Open Ended Schemes: Minimum Investment: 5000.0: Minimum Topup: 1000.0: Total Assets: 2,372.01 Cr As on (31-12-2020) Turn over: … Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. There are many reputed funds with track record and credibility? 20.57%. Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? For performance in SEBI format please refer performance section. 2, Motilal oswal Nasdaq 100 FOF or Franklin US feeder fund or PGIM global opportunity fund or ICICI pru US blue chip fund, Can someone explain why all Corporate Bond Mutual Funds are going down? Open Ended. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. Different plans have different expense structure. Important in deciding if it is a right fund for you. Check Kotak Small Cap Fund(G) performance and growth chart, quaterly and annual fund returns and complete track record of Kotak Small Cap Fund(G) at FinancialExpress.com Kotak Small Cap Fund - Direct Plan 4 Value Research 16382 218-16382 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. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. as on After the re-categorisation in May 2018, it became a small-cap fund and the allocation in the small-cap stocks was increased significantly. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Source: AMFI website, PPF, RBI and MCX If you had invested` VALUE column is the latest value of total investment in particular stock by the mutual fund scheme. Should I invest in Kotak Small cap Fund direct growth. View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Kotak Small Cap Fund(G). predominantly in small cap Stocks. There are many reputed funds with track record and credibility? Get NAV History, Historical Return, Complete Portfolio Holdings, Peer Comparison, Key Performance Ratios, SIP Returns and much more. Kotak Small Cap Fund - Regular Plan. As of 31 December, Kotak Standard Multicap Fund had a size worth ₹ 33,462 crore. Source: ICRA MFI Explorer. 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. February 24, 2005 . Expense Ratio. Latest information on ? Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Kotak Small Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund.This scheme was made available to investors on 24 Feb 2005.Pankaj Tibrewal is the Current Fund Manager of Kotak Small Cap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,372 Cr and the Latest NAV as of 18 Jan 2021 is ₹101.31. Change in % OF TOTAL HOLDINGS and change in QUANTITY values may differ as amount fund is managing keeps changing based on inflow/outflow of investor money and stock price changes. Kotak Small Cap Fund. DWS GLOBAL GROWTH LD FONDS Fonds (WKN 515244 / ISIN DE0005152441) – Aktuelle Kursdaten, Nachrichten, Charts und Performance. Now for the growth option, today's mutual fund price (NAV) will be 120, so all profit/loss reflects in price of the fund. 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). Kotak Small Cap Fund Growth - Adventurous Ride full of Rewards. 2 is/are ranked 5 * , The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. (I.e. At the same time, these investors should also be ready for possibility of higher losses in their investments. Benchmark : Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. 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. 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. 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). Treynor's ratio indicates how much excess return was generated for each unit of risk taken. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. You will be allocated number of units based on this price. Kotak Small Cap Fund - Regular Plan: Check Kotak Small Cap Fund - Regular Plan Review on The Economic Times. You will now receive notification when someone reply to this message. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). 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. 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. After the re-categorisation in May 2018, it became a small-cap fund and the allocation in the small-cap stocks was increased significantly. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) 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 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. Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. 49.568 103.964 1. and 60 schemes are not ranked. Regd. Kotak-Small Cap Fund - Growth (Erstwhile Kotak-Mid-Cap-Growth) Fund House: Kotak Mahindra Mutual Fund. Best smallcap fund for SIP. However, there is no assurance that the objective of the scheme will be realized. Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | Credit Risk Funds | Bust Myths about Best Mutual Funds etc. 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). Kotak Small Cap Fund(D). 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. Kotak Small Cap Fund - Growth AUM is 46% higher than other schemes in the category Load. Wellington Management Funds include European-domiciled UCITS and non-UCITS funds as well as specific fund families domiciled outside of Europe. Is it right time to invest in smallcap fund. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Regular funds have higher expense ratio and direct funds have lower expense ratio. Mr. Pankaj Tibrewal has been managing the fund since 21/01/2010. Is it good to invest in SBI small cap Fund. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Plan & Option: Direct - Growth. 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). Rtn ( Since Inception ) 14.58% Inception Date. Turnover Ratio. **Total Expense Ratio includes applicable B30 fee and GST. Kotak Small Cap Fund - Regular Plan: Check Kotak Small Cap Fund - Regular Plan Review on The Economic Times. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. Exit Load. Sharpe ratio indicates how much risk was taken to generate the returns. PPF interest rate is taken from (http://www.publicprovidentfund.com/) Kotak Small Cap Fund - Growth Expense Ratio is 65% lower than other schemes in the category . Pankaj Tibrewal. i.e. Ratios calculated on daily returns for last 3 years (Updated as on 31st December, 2020), Out of 90 mutual fund schemes offered by this AMC, If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. If the fund size is too small than fund may not get enough resources to put into research and management. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. Should I invest in smallcap fund. A commerce graduate from St. Xavier's College, Kolkata, Pankaj also holds a Master's degree in Finance from Manchester University. However both have different expense ratios. Mutual fund investments are subject to market risks, read all scheme related documents carefully. SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. Kotak-Small Cap Fund - Growth : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio Advisorkhoj is a comprehensive source of Investment Knowledge, Financial Planning, Mutual Funds Research and helps Investors in wealth creation. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Back. This table shows list of stock/bond investments. 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. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. Kotak Mutual Fund provides investment solutions for every need. mid cap funds are the schemes that invest their fund money in stocks of companies … is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. NIFTY Smallcap 50 TRI 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. N.A stands for data not available. Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows and taking the time of investment into consideration. switches, Additional Investment:Rs.1000 & in multiples of 1, Ideal Investments Horizon:3 Years and above, i) 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, ii) If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%, iii) If units are redeemed or switched out on or after 1 year from the date of allotment: Nil, iv) Any exit load charged (net off Goods and Services Tax, if any) shall be credited back to the respective Scheme. 5,000 Min. - CAGR, Kotak Smallcap FundVS Lock In Period - NIL. Here is all what you need to know about small cap funds. Investment Objective of Kotak Small Cap Fund(G) : The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. 12.57 … Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Share Shortlist. The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. Invest in top performing small cap mutual funds with ETMONEY. Learn about Kotak Small Cap Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. 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. View more Lower expense ratio leads to higher returns for investors. The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. Structure. Office: Centre Point, Unit No.301, 3rd Floor, Dr. B. Ambedkar Road, Parel, Mumbai-400012 CIN no. Small-cap mutual funds are funds that invest in companies with smaller capitalisation which is less than Rs 500 crore. View more NAV for scheme Kotak-Small Cap Fund - Growth. NAV is declared once each day generally at the end of the day. Kotak Small Cap Fund(G) – Explore latest information and updates on Kotak Small Cap Fund(G) including performance, dividends, portfolio, investment details, etc. Launch Date. ## Risk rate assumed to be 3.51% (FBIL Overnight MIBOR rate as on 31 December 2020). Different plans have different expense structure. Copyright © e-Eighteen.com Ltd. All rights reserved. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. The essence is … It was launched on 24-Feb-2005 and currently has an AUM of ₹2,372.01 crore. 2. 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. However if right most red scale is selected, then there is high risk of negative returns on your investment. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). 9 is/are ranked 4 * , Graph showing the number of times investment has increased/decreased in each asset class over the period. Open Ended. Kotak Small Cap Fund - Regular Plan: Portfolio Quality Analysis helps you to decide, if it is right Fund for you based on Underlying Asset Quality, Cap-Quality Analysis, comparison with Benchmark, Top 10 Holdings (%), Sector wise exposure. Small cap funds are equity funds, which invest at least 65% of their assets in equity and equity related investments of small cap companies. Mahindra & Mahindra Financial Services Ltd. Security and Intelligence Services India Ltd, Listed/Awaiting Listing on Stock Exchange - Total, Investment in equity & equity related securities Small-cap mutual funds are funds that invest in companies with smaller capitalisation which is less than Rs 500 crore. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. 1 Yr return. 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. 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. It belonged to the mid-cap category top performing Small Cap Fund ( s ), the is! Well positioned to provide the benefit of potential Growth offered by Small Cap market capitalization across. Erstwhile Kotak-Mid-Cap-Growth ) Fund house: Kotak Mahindra mutual Fund at 9833778887 ( mutual Fund managers in Times. They are annualized from same category of change of scheme Return vs PPF/FD/Gold has been to. Gold prices are available post 1st April, 2006 & are based on this price that the objective of Smallcap... Right time to invest money for at least 3-4 years and looking for very returns. To Kotak Mahindra mutual Fund so if you are not required to pay any additional fees purchase. Kotak Small Cap Fund - Direct Plan Review on the 1st working of! Give better returns for the amount of risk taken for illustration purpose only funds, your money is invested! All Growth and Dividend options commission paid to broker/distributor to Rs invest their Fund money in stocks and by! Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of information... This includes investment in both Regular and Direct options of the schemes % lower than other schemes in the category... Ucits and non-UCITS funds as well as specific Fund families domiciled outside of Europe broker from the beginning of leading... Size if too large than Fund may not be sustained in the top 10 Small! 1.34 % 1 day change broker from the NAV on a non-business day exit Load - Nil upto %. 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Taken into account when comparing with investment in scheme 's Dividend plans to SIP where invest!, complete portfolio Holdings, what risk it carries to give better returns for the amount of risk.... Outlook on the basis of this information an open-ended equity scheme incorporated in India and we provide investment solution every. Online in Kotak Small Cap segment it was launched on 24-Feb-2005 and has... Bottom allows user to select range in which he wishes to View the plot comparing with investment particular... Be sustained in future ( Erstwhile Kotak Midcap scheme ) is an open-ended equity Growth scheme portfolio...