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Kotak-Small Cap Fund - Growth is an equity scheme managed by Kotak Mahindra Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 19.70%, with the bottom and top quartiles at 15.24% and 24.46% respectively. It has ranked in the top half of its category for 6 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.92% on assets of ₹17,416Cr. The fund is currently managed by Mr. Harish Bihani, appointed within the last year.
Lower is better.
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -13.01% | 1.11% | 17.24% | 40.00% | 128.01% | 77.1% |
| 3Y | 9.69% | 15.24% | 19.70% | 24.46% | 43.76% | 100.0% |
| 5Y | 12.75% | 15.96% | 21.87% | 27.73% | 34.64% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH | Bandhan Mutual Fund | ₹25,346 Cr | 0.80% | +29.37% | +22.30% | 5★ |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | Bandhan Mutual Fund | ₹25,346 Cr | 2.00% | +27.64% | +20.53% | 5★ |
| ITI Small Cap Fund - Direct Plan - Growth Option | ITI Mutual Fund | ₹2,937 Cr | 1.02% | +25.60% | +17.72% | 5★ |
| ITI Small Cap Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹2,937 Cr | 1.95% | +23.60% | +15.64% | 5★ |
| Invesco India Smallcap Fund - Direct Plan - Growth | Invesco Mutual Fund | ₹11,038 Cr | 0.66% | +23.49% | +21.18% | 5★ |
| ITI Small Cap Fund - Direct Plan - IDCW Option | ITI Mutual Fund | ₹2,937 Cr | 1.02% | +23.38% | +16.47% | 5★ |
| Mahindra Manulife Small Cap Fund - Direct Plan - Growth | Mahindra Manulife Mutual Fund | ₹4,462 Cr | 1.60% | +23.35% | — | 5★ |
| BANK OF INDIA Small Cap Fund Direct Plan Growth | Bank of India Mutual Fund | ₹2,168 Cr | 1.18% | +23.07% | +21.06% | 5★ |
| Invesco India Smallcap Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹11,038 Cr | 1.93% | +21.80% | +19.45% | 4★ |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹4,462 Cr | 2.96% | +21.49% | — | 4★ |