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Kotak Small Cap Fund-Growth

Ranked 153 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Pankaj Tibrewal

Pankaj Tibrewal joined Kotak AMC in 2010 as an equity fund manager responsible for managing the Kotak Mid-Cap, Kotak Emerging Equity and Kotak Monthly Income Plan. Prior to this, he was with Principal Mutual Fund where he managed schemes like Principal Emerging Bluechip, Principal Tax Saver and MIPs. Pankaj graduated from St Xavier’s College, Kolkata with a degree in Commerce and from Manchester University with an MA in Finance. Outside of work his interests include Hindi music, travelling and reading.

Objective

The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The asset allocation under the Scheme, under normal circumstances, will be as follows:-Equity and Equity related instruments 65%-100% -Midcap Stocks 65%-100% -Other than Midcap Stocks 0%-35% -Debt and Money Market Securities 0%-35%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/10/2015 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -8.1% -4.5% -7.6%
2017 44.0% 19.3% 3.9% 0.7% 15.4%
2016 8.9% -2.9% 9.6% 10.5% -7.4%
2015 7.4% 2.5% 1.5% 0.8% 2.4%
2014 74.0% 7.7% 27.6% 11.5% 13.6%
2013 -4.9% -13.8% -1.4% -7.8% 21.3%
2012 50.2% 23.1% -0.5% 11.3% 10.3%
2011 -26.9% -10.6% 2.5% -8.2% -13.2%
2010 28.0% 4.6% 8.8% 16.4% -3.3%
2009 88.4% -6.0% 48.1% 24.1% 9.0%
2008 -62.9% -33.0% -19.5% -7.7% -25.5%
2007 56.1% -2.2% 20.8% 4.5% 26.5%
2006 31.0% 31.7% -23.7% 14.5% 13.9%
2005 8.5% 29.8% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date25/02/2005
  • Share Class size7,332Mn
  • Base currencyINR
  • ISIN INF174K01211

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment1,000

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).