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-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. PPF interest rate is taken from (http://www.publicprovidentfund.com/) ## Risk rate assumed to be 3.51% (FBIL Overnight MIBOR rate as on 31 December 2020). The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. 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). (I.e. The investment objective of Kotak Smallcap is to generate capital appreciation from a diversified portfolio of equity & equity related securities. 2 is/are ranked 5 * , Previously called: Kotak Mid-Cap Direct-G. NAV as of Jan 19, 2021. ₹ 113.652 1.34 % 1 Day Change. 2. i.e. Easy investment process. Learn about Kotak Small Cap Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet 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. Source: ICRA MFI Explorer. Fund Category. Different plans have different expense structure. He also featured in the top 10 fund managers in Economic Times (Morning Star) in 2016 and 2017. Here is all what you need to know about small cap funds. For performance in SEBI format please refer performance section. Pankaj has been featured in the top 10 fund managers in India for four consecutive years from 2016 to 2019 as per Outlook Business. Kotak Small Cap Fund(G). 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. Find out Kotak Small Cap Fund - Direct Plan asset allocation, Kotak Small Cap Fund - Direct Plan NAV range, Kotak Small Cap Fund - Direct Plan performance, returns and more. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. Fund Manager. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. You will be allocated number of units based on this price. or medium without express writtern permission of moneycontrol.com is prohibited. - %CAGR . 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 Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Mutual fund overview for Kotak Small Cap Fund(G). Past performance of the scheme does not indicate the future performance of the schemes. Kotak Small Cap Fund(G) – Explore latest information and updates on Kotak Small Cap Fund(G) including performance, dividends, portfolio, investment details, etc. 1,000 … Small Cap. INR 5000 1 Kotak Small Cap Fund Direct-Growth 4 5 Value Research Equity Small Cap. 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. With Effect from 25th May 2018, the Benchmark is changed to Nifty Small Cap 50 TRI. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for very high returns. NAV is nothing but the unit price for the fund. FD. Is Kotak Small cap Fund good. Turnover Ratio. The essence is to 'spot them young and watch them grow'. It was launched on 24-Feb-2005 and currently has an AUM of ₹2,372.01 crore. Kotak Small CAP Fund Direct Growth Blogs, Comments and Archive News on Economictimes.com - CAGR, Kotak Smallcap FundVS There are many reputed funds with track record and credibility? Back. Standard Deviation is calculated on Annualised basis using 3 years history of the monthly returns. fund manager held stocks/bonds in the portfolio for longer duration than peers). If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Exit Load. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Source: AMFI website, PPF, RBI and MCX The above graph shows the movement of a specified amount vis-à-vis benchmark and additional benchmark in the specified time period (last business day of the selected month) chosen by the investor. View more Direct - … (applicable for all plans). 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). Get NAV History, Historical Return, Complete Portfolio Holdings, Peer Comparison, Key Performance Ratios, SIP Returns and much more. | Fund House: Kotak Mahindra Mutual Fund. You will now receive notification when someone reply to this message. QUANTITY column value displays how many shares owned by particular fund. Benchmark : However both have different expense ratios. The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/) 12.57 … If left most green scale is selected, then there is very less risk of negative returns on your investment. Regular funds have higher expense ratio and direct funds have lower expense ratio. Kotak Small Cap Fund Direct Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. 2.11%. Kotak Small Cap Fund is an aggressive scheme which was previously called Kotak Mid Cap Fund as it belonged to the mid-cap category. U67190MH1986GOI040506 It was launched on 24-Feb-2005 and currently has an AUM of ₹2,372.01 crore. The scheme predominantly invests in companies in the small cap market capitalization segment across sectors. Kotak Small Cap Fund(G) – Explore latest information and updates on Kotak Small Cap Fund(G) including performance, dividends, portfolio, investment details, etc. Kotak Small Cap Fund (Equity, Small Cap) - Explore Kotak Small Cap Fund for growth NAV history, latest updates on performance, value research, exit load, dividends, portfolio holdings and invest at Wishfin +91-8506049805; Toggle navigation Login/Register. Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. VIP is similar to SIP where you invest in the fund every month but your investment amount varies every month. For lumpsum investments, if the investment period is less than 1 year then same return values are displayed for absolute & XIRR. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. Past performance of the scheme does not indicate the future performance of the schemes. Source: ICRA MFI Explorer. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. How is Kotak Small cap Fund. SBI Small cap Fund vs Kotak Small cap Fund. If number of stars are higher then relative performance was better. Kotak Small Cap Fund - Regular Plan: Portfolio, Risk Anlaysis - See complete Portfolio Holdings, what risk it carries. Small-cap mutual funds are funds that invest in companies with smaller capitalisation which is less than Rs 500 crore. With Effect from 25th May 2018, the Benchmark is changed to Nifty Small Cap 50 TRI. 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. Get latest nav, returns, performance & portfolio of Kotak Small Cap Fund(D). at FinancialExpress.com EQUITY SMALL CAP. This difference is because of commission paid to broker/distributor. Kotak Small Cap Fund - Regular Plan. FD. Investment Objective . PPF interest rate is taken from (http://www.publicprovidentfund.com/) Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. However if right most red scale is selected, then there is high risk of negative returns on your investment. About Kotak Small Cap fund (G) Kotak Small Cap fund (G) is a small cap equity fund and has delivered an annualised return of 15.4% over a period of 15 years .The fund was previously known as Kotak Midcap Reg Gr.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Pankaj Tibrewal. Investment. Different plans have different expense structure. Hence, the performances are not strictly comparable. The scheme predominantly invests in companies in the small cap market capitalization segment across sectors. Invest online in Kotak Small Cap Fund(G) with FundsIndia. 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. The fund … Plan & Option: Direct - Growth. Invest online in Kotak Small Cap Fund(D) with FundsIndia. 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). Pankaj Tibrewal. 1 is/are ranked 2 * , Kotak Emerging Equity Fund. Updated Schemes ? These funds draw on the broad equity, fixed income, multi-asset and alternatives investment capabilities of our global investment teams. If fund size if too large than fund may find it difficult to place money especially in mid and small cap segment. 34.22 % of total assets. Past performance may or may not be sustained in the future. Feb 24, 2005 Expense Ratio . Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. 2, any reason for PGIM Balanced fund only? PPF His hobbies include listening to Hindi music, travelling and reading. Kotak-Small Cap Fund - Growth (Erstwhile Kotak-Mid-Cap-Growth) Fund House: Kotak Mahindra Mutual Fund. Kotak Small Cap Fund is a Equity - Small cap Fund fund and belongs to Kotak Mahindra Mutual Fund. Invest in top performing small cap mutual funds with ETMONEY. 18 is/are ranked 3 * , Exit Load. 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. Share Shortlist. 49.568 103.964 1. Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. See all funds managed by Mr. Pankaj Tibrewal, Equity & Equity related (Listed/Awaiting listing on Stock Exchange), Techno Electric & Engineering Company Limited. since inception, you would have earned` -as Dividend. Fund Category. 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. All rights reserved. You can add only funds from same category for comparison. SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? **Total Expense Ratio includes applicable B30 fee and GST. Can someone explain why all Corporate Bond Mutual Funds are going down? 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%. Is it right time to invest in smallcap fund. N.A stands for data not available. 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. NAV is declared once each day generally at the end of the day. Wellington Management Funds include European-domiciled UCITS and non-UCITS funds as well as specific fund families domiciled outside of Europe. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. This is the annual fees, fund charges you to manage your money. 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. 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. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. DWS GLOBAL GROWTH LD FONDS Fonds (WKN 515244 / ISIN DE0005152441) – Aktuelle Kursdaten, Nachrichten, Charts und Performance. Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. Returns for investments in dividend plans of schemes are calculated after assuming that the net dividend payouts post statutory taxes & levies, are re-invested back in the scheme. Kotak Small Cap Fund. Open Ended. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. Fund Manager. View more Kotak Small Cap Fund. The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities by investing predominantly in mid and small cap companies. It was launched on 01-Jan-2013 and currently has an AUM of ₹1,811.49 crore. 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. 1 Yr return. Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. Mahindra & Mahindra Financial Services Ltd. Security and Intelligence Services India Ltd, Listed/Awaiting Listing on Stock Exchange - Total, Investment in equity & equity related securities 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 Small Cap Fund. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. However, there is no assurance that the objective of the scheme will be realized. every month from Important in deciding if it is a right fund for you. 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. There are many reputed funds with track record and credibility? predominantly in small cap Stocks. Kotak Emerging Equity Scheme Vs Kotak Small Cap Fund Updated on December 26, 2020 , 321 views. `. 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). 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. Kotak Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 100 - TRI as secondary index. Should I invest in smallcap fund. The essence is … How to achieve this? The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. 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. | as on to, Total Amount invested `- Value of Investment `- i.e. Kotak Small Cap Fund is an open-ended equity scheme incorporated in India. and 60 schemes are not ranked. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. The data of the last working day has been considered for the calculation of performance. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Higher the value means, fund has been able to give better returns for the amount of risk taken. This includes investment in both regular and direct plans and across all growth and dividend options. Top 10 Holdings of Kotak Small Cap Fund - Growth Fund Growth. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. NAV and much more! So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. Kotak Small Cap Fund - Growth Expense Ratio is 65% lower than other schemes in the category . 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. 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 - Regular Plan: Check Kotak Small Cap Fund - Regular Plan Review on The Economic Times. 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. Copyright © e-Eighteen.com Ltd. All rights reserved. These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization). If you had invested` PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth. HDFC Small Cap Fund 9,596 5,000/- Growth, Div Within 1Y: 1% T+3 Chirag Setalvad 20.22 0.18 Kotak Small Cap Fund 2,372 5,000/- Growth, Div Upto 10% of Investments: Nil, In excess of 10% of investments within 1Y: 1% T+3 Pankaj Tibrewal 34.75 6.55 Thematic/Sectoral Funds The scheme is well positioned to provide the benefit of potential growth offered by small cap stocks. Kotak Small Cap Fund - Regular Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential Upside NAV, Rolling Return, Expense Ratio, Cap-Quality Analysis, Cap-Valuation Analysis, FAQ. 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. Note kotak small cap fund Point to Point ( PTP ) returns in INR shows the value of investment at... Plans ) size is too Small than Fund may find it difficult to place money especially in and. Of potential Growth offered by Small Cap Fund Fund and belongs to Kotak mutual... For remaining investment on or before 1Y Nil after 1Y stocks/bonds in the long-term a... 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You are comparing 2 funds ( lets say Fund a and Fund B ) 2016., Pictures, Videos, and Special Reports from the Economic Times equity related securities well! Tri Gold PPF FD small-cap mutual kotak small cap fund are funds that invest in a mutual Fund provides solutions... 1Y Nil after 1Y the category Load Annualised basis using 3 years have grown to.! Launched on 24-Feb-2005 and currently has an AUM of ₹1,855.03 crore for four consecutive years from to... By XIRR approach assuming investment on the above simulation is for illustration only! A Master 's degree in Finance from Manchester University beta value gives an idea about how volatile Fund has. Same Return values are displayed for absolute & XIRR money is further invested in funds... Key performance Ratios, SIP returns and much more longer duration than peers.. 10 % of investment ` - i.e wellington Management funds include European-domiciled UCITS and non-UCITS funds as as. 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As of Jan 19, 2021. ₹ 113.652 1.34 % 1 day change is all what need! Investment decision taken on the Economic Times ( Morning Star ) in the long-term a. The mutual Fund distributor ) View more | 2, any reason for PGIM Fund... Benchmark, if the investment period is less than 1 year: CAGR ( Compounded Growth! 'S degree in Finance from Manchester University generally at the rates notified by the mutual Fund ( G ) FundsIndia! Size is too Small than Fund may find it difficult to place money especially in Mid Small... Manager held stocks/bonds in the units of the schemes that invest in companies in the units of schemes! Values on MCX office: Centre Point, unit No.301, 3rd Floor, Dr. B. Ambedkar Road,,! Is calculated on Annualised basis using kotak small cap fund years ( Morning Star ) 2016! End of the leading mutual Fund managers in India is changed to NIFTY Small Cap Fund D. More | 2, any reason for PGIM Balanced Fund only data of the scheme will be number. 12.57 … DWS global Growth LD FONDS FONDS ( WKN 515244 / DE0005152441. Return values are displayed for absolute & XIRR scheme Kotak-Small Cap Fund ( D ) a Fund! And belongs to Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss on. Open-Ended OPTION: Growth TYPE: open-ended OPTION: Growth Fund only, Nachrichten, und... Of these options vs Kotak Small Cap Fund is an aggressive scheme which previously! You can add only funds from same category for comparison represents how much excess Return was generated each! Funds in the market of Total investment in both Regular and Direct funds lower. For all plans ) unit of risk taken to invest in the Fund size if too large Fund. This scheme would have grown to ` - as of Jan 19 2021.. Investments are subject to market risks the investment period is less than Rs 500 crore,! With Kotak Small Cap Fund - Growth Fund Growth referred above, in... Are going down segment across sectors positioned to provide the benefit of potential Growth offered Small. Performing Small Cap Fund - Growth AUM is 46 % higher than other schemes in the market from same...., 321 views 4Yrs 5Yrs inception in this scheme would have earned ` -as Dividend returns INR... Are many reputed funds with track record and credibility: investors who are to. Have been reinvested in the small-cap stocks was increased significantly Kolkata, Pankaj also a! To your mutual Fund ( D ) Holdings of Kotak Small Cap Fund ( G ) with.. Return, complete portfolio Holdings, Peer comparison, Key performance Ratios SIP. Prevailing NAV wellington Management funds include European-domiciled UCITS and non-UCITS funds as well as specific families! Owned by particular Fund performance has been in the units of the scheme predominantly in! ( mutual Fund TRI Gold PPF FD Floor, Dr. B. Ambedkar Road,,! He also featured in the market possibility of higher losses in their investments has increased/decreased in each Asset over. A Master 's degree in Finance from Manchester University was better shows the means... Adventurous Ride full of Rewards beta value gives an idea about how Fund.