small capHigh risk

Kotak Small Cap Fund - Regular Plan - Growth

Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps. From Kotak Mahindra Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹276.89

▼ 0.01% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹8.2k gain · 8.2% / year

Invested 3 years ago

₹1.42 L

▲ ₹41.7k gain · 12.3% / year

Invested 5 years ago

₹1.85 L

▲ ₹84.6k gain · 13.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

15.4%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-70.41%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year8.22%

CAGR — 3 years12.32%

CAGR — 5 years13.05%

CAGR — since launch13.72%

Volatility — 1 year (annualised)15.28%

Volatility — 3 years (annualised)15.42%

Max drawdown — 1 year-17.95%

Max drawdown — 3 years-25.03%

Sharpe ratio — 1 year (rf=6%)0.14

Sharpe ratio — 3 years (rf=6%)0.38

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Equity Scheme - Small Cap Fund
Plan: Regular
Option: Growth
ISIN (Growth): INF174K01211
ISIN (Div re-invest): —
Fund code: 102875
First price on record: 3 Apr 2006 · 5,024 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.