Mutual Fund

Here are the details of the Kotak Small Cap Fund:

• Description: The Kotak Small Cap Fund aims to generate capital appreciation by investing predominantly in equity and equity-related securities of small-cap companies, focusing on emerging businesses with high growth potential. ​

• Asset Class: Equity​

• Asset Sub-Class: Small Cap   

• XIRR (Extended Internal Rate of Return): Specific XIRR data is not provided in the available sources.​

• Return Rates:

  • 1-Year Return: 9.95% 

  • 3-Year Return: 14.52% 

  • 5-Year Return: 36.88% 

  • Since Inception (January 1, 2013): 19.75% 

• CAGR (Compound Annual Growth Rate): The CAGR since inception is 19.75%. 

• Expense Ratio:

  • Direct Plan: 0.58% ​   

• Minimum Investment Amount:

  • Lump Sum: ₹100​

  • SIP (Systematic Investment Plan): ₹100   

• Lock-in Period: None​  

• Exit Load:

  • An exit load of 1% is applicable if units are redeemed within 1 year from the date of allotment. ​ 

  • No exit load is charged for redemptions after 1 year.​

Please note that mutual fund investments are subject to market risks, and past performance is not indicative of future results. It's advisable to consult with a financial advisor before making investment decisions.