Kotak Small Cap Fund
Direct · Growth ₹293.63
24 Apr 2026
NAV
21.9%
3Y CAGR
21.3%
5Y CAGR
21.2%
10Y CAGR
21.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.93
Sharpe
-40.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.02 L | 26.9% | -52.5% | 158.2% |
| 3 Years | ₹36.00 L | ₹49.27 L | 21.8% | -22.6% | 61.1% |
| 5 Years | ₹60.00 L | ₹1.07 Cr | 21.0% | -8.9% | 37.1% |
| 10 Years | ₹1.20 Cr | ₹3.72 Cr | 21.6% | 16.0% | 25.5% |
Fund SIP vs NIFTY SMALLCAP 250
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 26.9% | 4.2% | +22.7% |
| 3 Years | 21.8% | 21.8% | -0.1% |
| 5 Years | 21.0% | 18.8% | +2.2% |
| 10 Years | 21.6% | 14.6% | +7.0% |