35
Small CapAvoid
Kotak Small Cap Gr Dir
Kotak · Direct–Growth · rank #26 of 36 by Smart Score
Data updated
Trailing returns
1 Year
5.8%
+1.0% vs index
3 Years
12.8%
-1.8% vs index
5 Years
13.1%
-1.6% 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
+11.6%+1.8% vs index
Why this score
Kotak Small Cap Gr Dir scores 35/100 — #26 of 36 Small Cap fund (Avoid). It stands out for volatility and expense ratio — beating 85% of peers on volatility. 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 return13.06% · 2nd percentile in category
3Y return12.78% · 19th percentile in category
Volatility15.38 · 85th percentile in category
Expense ratio0.64% · 88th percentile in category
Sharpe ratio0.41 · 26th percentile in category
Fund size19678.75 Cr · 79th percentile in category
Top holdings
1.Aster DM Healthcare Ltd4.29%
2.Vijaya Diagnostic Centre Ltd4.21%
3.Sansera Engineering Ltd4.15%
4.Krishna Institute Of Medical Sciences Ltd3.25%
5.Kalpataru Power Transmission Ltd2.54%
79 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.