NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹280.75
-0.33%
NAV as on 18 Dec 24, 12:00 AM
very high risk
small cap
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
small cap
equity
26.00%p.a.
Last 1Y
18.42%p.a.
Last 3Y
30.81%p.a.
Last 5Y
18.28%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the Kotak Small Cap Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Feb 2005, Kotak Small Cap Growth is Small-Cap fund of its category with 17,732.03 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
Cyient Ltd
3.32%
Techno Electric & Engineering Co Ltd
2.96%
Vijaya Diagnostic Centre Ltd
2.94%
Krishna Institute of Medical Sciences Ltd
2.69%
Blue Star Ltd
2.63%
Aster DM Healthcare Ltd Ordinary Shares
2.63%
Century Plyboards (India) Ltd
2.62%
Ratnamani Metals & Tubes Ltd
2.57%
Garware Technical Fibres Ltd
2.36%
Sansera Engineering Ltd
2.32%
View Scheme Document
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
---|---|---|
Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
27.6%
very high risk | equity
23.1%
very high risk | equity
20.1%