Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | Kotak-Small Cap Fund - Direct Kotak Mahindra Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 4.3/10 · Below Average |
| Fund house | Kotak Mahindra Mutual Fund |
| Category | Equity Scheme - Small Cap Fund · small_cap |
| Type | Open Ended Schemes |
| Plan | Direct |
| AUM | ₹15.2K Cr |
| Performance returns | |
| 1Y return | +2.85% |
| 3Y return (CAGR) | +16.60% |
| 5Y return (CAGR) | +17.36% |
| 10Y return (CAGR) | +18.05% |
| Category avg 1Y | +5.79% |
| SIP returns | |
| SIP 1Y | +0.32% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 15.05% |
| Sharpe ratio (1Y) | -0.24 |
| Sharpe ratio (3Y) | 0.67 |
| Sortino ratio (1Y) | -0.24 |
| Max drawdown (1Y) | -18.99% |
| Category rank (1Y) | #8 of 9 |
| Quartile (1Y) | Q4 |
| Portfolio | |
| NAV | ₹298.04 |
| Min SIP | ₹500 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |