Mutual Funds Research

Kotak Small Cap Fund – Key Facts

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(A) Basic Details Kotak Small cap Fund

Kotak Smallcap Fund -  Basic details

(B) Returns Generated by Kotak Small Cap Fund

Kotak Small cap Fund - Risk
Kotak Small cap fund - Lumpsum performance
Kotak Small cap fund - SIP Performance

(C) Risk Measures

Kotak Small cap Fund - Risk Measure

(D) Investment Details of Kotak Small cap Fund

Kotak Small cap - Investment details

(E) Portfolio of the Fund

Kotak Small cap Fund - top holdings

(F) Asset Allocation

Kotak Small cap Fund - Sector allocation
Kotak Small cap Fund - Asset Allocation
Kotak Smallcap fund - Portfolio Aggreates

(G) Investment Style

The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small-cap companies.

(H) Why Kotak Small cap Fund

When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options and also help you to create wealth in long term.

(I) Fund Manager: Mr. Pankaj Tibrewal

Managing the scheme since 21-Jun-2010

Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and also done his MBA (Finance) from Manchester University, U.K.


Prior to joining Kotak AMC he has also worked with Principal Asset Management Company as Fund Manager.

(J) Taxability of earnings

Capital Gain:

  • If the mutual fund units sold after 1 year from the date of investment, gains up to Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh taxed at the rate of 10%.
  • Further, if fund units are sold within 1 year from the date of investment, the entire amount of gain is taxed at the rate of 15%.

No tax is paid if you continue to hold the fund.


Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor’s dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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References:, Industry’s Publications, News Publications, Mutual Fund Company.

Disclaimer: The report only represents personal opinions and views of the author. No part of the report should be considered as recommendation for buying/selling any stock. Thus, the report & references mentioned are only for the information of the readers about the industry stated.

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