small capHigh risk

Kotak Small Cap Fund - Direct 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 2 Jan 2013.

Latest price per unit

₹329.737

▼ 0.58% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.09 L

▲ ₹8.8k gain · 8.8% / year

Invested 3 years ago

₹1.44 L

▲ ₹44.2k gain · 13.0% / year

Invested 5 years ago

₹1.93 L

▲ ₹92.9k gain · 14.0% / 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

-40.61%

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 year8.82%

CAGR — 3 years12.98%

CAGR — 5 years14.05%

CAGR — since launch19.03%

Volatility — 1 year (annualised)15.28%

Volatility — 3 years (annualised)15.44%

Max drawdown — 1 year-17.48%

Max drawdown — 3 years-24.67%

Sharpe ratio — 1 year (rf=6%)0.17

Sharpe ratio — 3 years (rf=6%)0.42

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Equity Scheme - Small Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF174K01KT2
ISIN (Div re-invest): —
Fund code: 120164
First price on record: 2 Jan 2013 · 3,363 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.