TickerKhojKotak Mahindra Mutual Fund · Equity · Small Cap · Direct plan
Kotak Small Cap Fund - Direct Plan - Growth
₹303.698NAV on 2 Nov 2026Expense ratio 0.64%
29 Oct 2025NAV low 257.56 · high 332.26-3.0%
In plain words
Over 3 years it returned +10.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -24.7%.
On 3-year return it ranks 17 of 24 funds in Small Cap.
A monthly SIP over 10 years ended ₹2,30,756 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 | -6.6% | +1.9% |
| 3 months | -5.5% | -5.1% |
| 6 months | +2.1% | -3.2% |
| 1 year | -2.9% | -10.2% |
| 3 years (yearly) | +10.8% | +7.4% |
| 5 years (yearly) | +10.7% | +6.5% |
| 10 years (yearly) | +16.1% | +11.3% |
| Since start (yearly) | +18.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,695 | +0.9% |
| 3 years | ₹3,60,000 | ₹3,78,023 | +3.0% |
| 5 years | ₹5,90,000 | ₹7,45,676 | +9.2% |
| 10 years | ₹11,90,000 | ₹29,37,438 | +17.1% |
Other plan of this fund: Kotak Small Cap Fund - Regular Plan - Growth