EquitySmall Cap FundDirect · Growth
Kotak-Small Cap Fund - Growth - Direct
Kotak Mahindra · Scheme 120164
₹329.79▲ 0.17%NAV · 2026-09-18
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
14.3%
Risk level
High
Min SIP
—
Benchmark
Nifty Smallcap 250 TRI
Decent · 58/100
A solid option with a few areas worth a closer look.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓3Y CAGR: +14.3%
- ✓5Y CAGR: +14.7%
- ✓Positive 3Y windows: 97% of rolling 3Y windows positive
📉 What could drag it down
- •Can fall sharply — dropped 41% in its worst stretch. Stomach needed.
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •3Y CAGR vs category: -3.7% vs category avg
- •5Y CAGR vs category: -3.4% vs category avg
FundScore breakdown
58/100 · Decent
Returns
Average
Consistency
Average
Risk-adjusted
Decent
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.