Small Cap · Equity

Kotak Small Cap Fund

Kotak Mahindra Mutual Fund

Benchmark

Nifty Smallcap 250 TRI

Riskometer

Very High

Size

₹18,825 cr

Allotted

24 Feb 2005

Holdings as of

Not on record

Kotak Small Cap Fund is a small cap fund of Kotak Mahindra Mutual Fund with ₹18,825 cr under management. It is ahead of its benchmark (Nifty Smallcap 250 TRI) in 1 of 4 periods. Its direct plan charges 0.64% a year. Harish Bihani has managed it for 3.0 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Kotak Small Cap Fund beaten its benchmark?

Ahead of its benchmark, Nifty Smallcap 250 TRI, in 1 of 4 periods in AMFI's figures; +4.75% over the last year against +5.12%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty Smallcap 250 TRI	Ahead
1 month	−2.55%	−2.73%	—
3 months	−1.00%	−1.21%	—
6 months	+10.54%	+11.53%	—
1 year	+5.39%	+6.04%	−0.65 pts
3 years	+11.41%	+13.53%	−2.12 pts
5 years	+10.96%	+13.22%	−2.26 pts
10 years	+16.77%	+14.34%	+2.43 pts
Since start from 2 Jan 2013	+18.53%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty Smallcap 250 TRI) in 1 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+4.75%	+3.60%	+5.12%	−0.37	🔒
3y	+11.47%	+10.21%	+13.51%	−2.04	🔒
5y	+11.14%	+9.80%	+13.33%	−2.19	🔒
10y	+16.87%	+15.34%	+14.41%	+2.46	🔒

Ahead in points a year · its rank among Small Cap funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 14 Oct 2026

Fund 468Nifty Smallcap 250 TRI 372

₹100 put in at the start of Oct 2016 would be ₹468 on 14 Oct 2026, against ₹372 in the Nifty Smallcap 250 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Kotak Small Cap Fund cost?

0.64% a year on the direct plan, 1.72% on the regular plan; 4 of 36 funds in its category charge less.

Direct plan

0.64% a year

Category median 0.90%

Regular plan

1.72% a year

Category median 2.05%

Gap

1.08 points

for the same holdings

4 of 36 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Small Cap Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak Small Cap Fund?

Harish Bihani, since 20 Oct 2023.

Harish Bihani

3.0 years

since 20 Oct 2023

Benchmark as filedNIFTY Smallcap 250 TRI

Exit load

For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL Units issued on reinvestment of IDCW shall not be subject to entry and exit load.

From 6 Scheme Summary Documents filed with NSE, first on 29 Apr 2026; as on 29 Sep 2026

What does Kotak Small Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.