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Jama - Kotak-Small Cap Fund


KotakSmall Cap Fund

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Equity-Small cap
NAV : 227.146
(-1.6400000000000148
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)
AUM : ₹86 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.55%6.68%24.88%20.19%11.78%36.96%26.44%



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity scheme pr edominantly investing in small cap stocks
NAV227.146
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio43.0%
Exit Load : I) For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment:1% ii) For redemptions / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: NIL iii) Any exit load charged (net off Service Tax, if any) shall be credited back to the Scheme.(applicable for all plans) iv) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,11,748₹1,11,405₹343
After 1 year₹1,20,193₹1,18,684₹1,508
After 3 years₹2,56,885₹2,46,436₹10,449
After 20 years₹5,39,00,201₹4,08,66,250₹1,30,33,951

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 36.96% Past 3 yr Data




Fund Objective:
However, there is no assurance that the objective of the scheme will be realized the investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. There is no assurance that the investment objective of the scheme will be achieved.
Fund Manager:
Pankaj Tibrewal