37
Small CapAvoid
Kotak Small Cap
Kotak · Direct–Growth · rank #23 of 36 by Smart Score
Data updated
Trailing returns
1 Year
3.0%
-0.2% vs index
3 Years
11.0%
-1.5% vs index
5 Years
10.8%
-1.6% vs index
Since launch
18.4%
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
+6.9%+1.0% vs index
Why this score
Kotak Small Cap scores 37/100 — #23 of 36 Small Cap fund (Avoid). It stands out for expense ratio and volatility — beating 90% 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 return10.75% · 2nd percentile in category
3Y return10.97% · 27th percentile in category
Expense ratio0.65% · 90th percentile in category
Volatility15.47 · 85th percentile in category
Sharpe ratio0.29 · 27th percentile in category
Fund size19104.45 Cr · 79th percentile in category
Top holdings
1.Sansera Engineering Ltd4.82%
2.Vijaya Diagnostic Centre Ltd4.1%
3.Aster DM Healthcare Ltd4.07%
4.Krishna Institute Of Medical Sciences Ltd3.3%
5.Kalpataru Power Transmission Ltd2.58%
79 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.