Kotak Small Cap Direct Growth

• Alpha 13.91%
• Beta 0.82
• Sharpe Ratio0.95
• Std Deviation 16.82%
• 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 17329.27 crores & has delivered CAGR of 34.52% 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 High & Exceptional respectively.

The top holdings of the fund include Aster Dm Healthcare, Triparty Repo, Techno Electric And Engineering & Krishna Instit Of Medical Scienc.

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

Some of the similar funds are Quant Small Cap Fund Growth Option Direct Plan, HSBC Small Cap Fund Fund Direct Growth, Axis Small Cap Fund Direct Growth, DSP Small Cap Fund Direct Plan Growth, Kotak Small Cap Direct Growth. Kotak Small Cap Direct Growth has a sharpe ratio of 0.95 & a standard deviation of 16.82%.