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
-0.34%
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
28.53%p.a.
Last 1Y
19.20%p.a.
Last 3Y
31.35%p.a.
Last 5Y
18.28%p.a.
Since Inception
About Kotak Small Cap Growth for NRIs
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 17,593.3 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.
- Kotak Small Cap Growth delivered 28.5% annual returns during the last year. It has delivered 18.3% average annual returns since the fund was launched.
- Kotak Small Cap Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
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%
Fund Managers
- Harish Bihani (Oct 2023 - Present)
Key Information
View Scheme Document
Kotak Small Cap Growth SIP Calculator
If invested
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For a period of
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Fixed Deposit
NRI Mutual Fund Tax on Kotak Small Cap Growth
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 |
How can NRIs invest in Kotak Small Cap Growth?
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:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Small Cap Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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29.3%
HDFC Small Cap Fund Growth
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24.8%
SBI Small Cap Fund Plan Growth
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21.1%
Frequently Asked Questions
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