Kotak Small Cap Growth

• Alpha 12.51%
• Beta 0.82
• Sharpe Ratio1.86
• Std Deviation 15.52%
• Tracking Error 8.60%

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 Growth has an AUM of 12285.82 crores & has delivered CAGR of 25.96% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.68%. The minimum investment in Kotak Small Cap Growth is Rs 100 and the minimum SIP is Rs 100.

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

The top holdings of the fund include Triparty Repo, Cyient, Carborundum Universal & Ratnamani Metals & Tubes.

The major sectors where the fund is invested are Constr. - Supplies & Fixtures, Chemical Manufacturing, Misc. Capital Goods & Software & Programming.

Some of the similar funds are HSBC Small Cap Fund Fund Regular Growth, Axis Small Cap Fund Regular Growth, Kotak Small Cap Growth, DSP Small Cap Fund Regular Plan Growth, SBI Small Cap Fund Regular Plan Growth. Kotak Small Cap Growth has a sharpe ratio of 1.86 & a standard deviation of 15.52%.