TickerKhojKotak Mahindra Mutual Fund · Equity · Small Cap · Regular plan
Kotak Small Cap Fund - Regular Plan - Growth
₹255.163NAV on 2 Nov 2026Expense ratio 1.72%
3 Nov 2025NAV low 217.85 · high 279.49-3.1%
In plain words
Over 3 years it returned +9.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -25.0%.
On 3-year return it ranks 17 of 24 funds in Small Cap.
A monthly SIP over 10 years ended ₹2,33,278 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -4.5% | +1.9% |
| 3 months | -5.1% | -5.1% |
| 6 months | +2.5% | -3.2% |
| 1 year | -2.2% | -10.2% |
| 3 years (yearly) | +9.7% | +7.4% |
| 5 years (yearly) | +9.1% | +6.5% |
| 10 years (yearly) | +14.8% | +11.3% |
| Since start (yearly) | +13.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,867 | +1.3% |
| 3 years | ₹3,60,000 | ₹3,70,751 | +1.9% |
| 5 years | ₹6,00,000 | ₹7,37,496 | +8.2% |
| 10 years | ₹12,00,000 | ₹27,42,340 | +15.8% |
Other plan of this fund: Kotak Small Cap Fund - Direct Plan - Growth