32
Small CapAvoid
Kotak Small Cap Gr Dir
Kotak · Direct–Growth · rank #27 of 36 by Smart Score
Data updated
Trailing returns
1 Year
7.6%
-1.0% vs index
3 Years
12.7%
-2.5% vs index
5 Years
13.7%
-1.8% vs index
Since launch
18.9%
Year-by-year performance
2021
+73.5%+12.2% vs index
2022
-1.7%+1.7% vs index
2023
+36.5%-11.8% vs index
2024
+27.0%+0.5% vs index
2025
-8.1%-2.4% vs index
2026
+11.1%+1.5% vs index
Why this score
Kotak Small Cap Gr Dir scores 32/100 — #27 of 36 Small Cap fund (Avoid). It stands out for expense ratio and volatility — beating 93% of peers on expense ratio. The main drag is its 5y return (better than only 2% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
5Y return13.72% · 2nd percentile in category
3Y return12.66% · 15th percentile in category
Expense ratio0.63% · 93rd percentile in category
Sharpe ratio0.38 · 18th percentile in category
Volatility15.39 · 85th percentile in category
Sortino ratio0.51 · 16th percentile in category
Top holdings
1.Aster DM Healthcare Ltd4.91%
2.Vijaya Diagnostic Centre Ltd3.87%
3.Sansera Engineering Ltd3.68%
4.Krishna Institute Of Medical Sciences Ltd3.59%
5.Century Plyboards (India) Ltd2.46%
79 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.