NIFTY Smallcap 50 TRI Small cap funds are equity funds, which invest at least 65% of their assets in equity and equity related investments of small cap companies. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) 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 (G) Investment Objective . predominantly in small cap Stocks. PPF interest rate is taken from (http://www.publicprovidentfund.com/) These funds draw on the broad equity, fixed income, multi-asset and alternatives investment capabilities of our global investment teams. 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. Kotak Small Cap Fund - Growth Expense Ratio is 65% lower than other schemes in the category . Invest online in Kotak Small Cap Fund(G) with FundsIndia. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. Scheme Inception : - February 24,2005. The scheme predominantly invests in companies in the small cap market capitalization segment across sectors. With Effect from 25th May 2018, the Benchmark is changed to Nifty Small Cap 50 TRI. 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%. Graph showing the number of times investment has increased/decreased in each asset class over the period. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. Kotak Emerging Equity Scheme Vs Kotak Small Cap Fund Updated on December 26, 2020 , 321 views. Webinar Presented by Knowlarity & Freshworks, BOI AXA Small Cap Fund - Regular Plan - Growth, Canara Robeco Small Cap Fund - Regular Plan - Growth, Principal Small Cap Fund - Regular Plan - Growth, Edelweiss Small Cap Fund - Regular Plan - Growth, DSP Small Cap Fund - Regular Plan - Growth, Union 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. Gold Past performance of the scheme does not indicate the future performance of the schemes. 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. Small-cap mutual funds are funds that invest in companies with smaller capitalisation which is less than Rs 500 crore. Pankaj Tibrewal. Small cap fund - An open-ended equity scheme predominantly investing in small cap stocks Investment Objective 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. Kotak Small Cap Fund is a Equity - Small cap Fund fund and belongs to Kotak Mahindra Mutual Fund. Mr. Pankaj Tibrewal has been managing the fund since 21/01/2010. 12.57 … Please provide your details, we will connect with you, One Time Password (OTP) has been sent to your mobile,please enter the same here to authenticate, Thanks for sharing your details.We will connect with you shortly, This open ended fund Scheme is suitable for investors seeking*, *Investors should consult their financial advisors if in doubt about whether the product is suitable for them, Please wait while we are fetching the data, If you would have invested He also featured in the top 10 fund managers in Economic Times (Morning Star) in 2016 and 2017. If you hold a demat account through any other broker than the ones 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. EQUITY SMALL CAP. 1,000 … Gold If number of stars are higher then relative performance was better. 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. Best smallcap fund for SIP. Small-cap mutual funds are funds that invest in companies with smaller capitalisation which is less than Rs 500 crore. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. Compare top 10 best small cap funds to earn higher returns on your savings. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. call me for more details at 9833778887 (mutual fund distributor), is it good to invest in pgim balanced fund and can it beat nifty 50 index 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. Learn about Kotak Small Cap Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet Now receive notification when someone reply to this message and reading is very less risk of negative returns on investment. It carries 2019 as per outlook Business may find it difficult to place money especially Mid! 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