Kotak Small Cap Direct Growth

• Alpha 13.91%
• Beta 0.82
• Sharpe Ratio0.54
• Std Deviation 17.13%
• Tracking Error 8.58%

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. There is no assurance that the investment objective of the Scheme will be achieved.

The Kotak Small Cap Direct Growth has an AUM of 16367.84 crores & has delivered CAGR of 16.31% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.55%. The minimum investment in Kotak Small Cap Direct Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Aster DM Healthcare, Vijaya Diagnostic Centre, Krishna Institute Of Medical Sciencs & Century Plyboards (India).

The major sectors where the fund is invested are Healthcare Facilities, Construction Services, Constr. - Supplies & Fixtures & Biotechnology & Drugs.

Some of the similar funds are Bandhan Small Cap Fund Direct Growth, Axis Small Cap Fund Direct Growth, DSP Small Cap Fund Direct Plan Growth, HSBC Small Cap Fund Fund Direct Growth, Kotak Small Cap Direct Growth. Kotak Small Cap Direct Growth has a sharpe ratio of 0.54 & a standard deviation of 17.13%.