Carnelian Small Cap Fund - Regular Plan - IDCW Reinvest
Investment Objective
The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of Small Cap companies.
Fund Mandate
Portfolio holdings not disclosed for this fund yet.
Kotak Healthcare Fund - Growth - Direct Plan and 4 more peers in this category.
Build comparisonCategory avg is the average return of every scheme in this fund's SEBI class (Equity - Small cap Fund) over the same period. Returns up to 1 year are absolute; returns beyond 1 year are annualised (CAGR). This is Accord's own stated convention for equity-oriented schemes.
This fund doesn't have enough return history yet to project an investment.
Risk metrics are not available for this fund.
This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):
Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.
Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.
General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.