Kotak Flexi Cap Fund

Mutual Fund

By Rajendra Apr 24, 2023 image source -kotak MF Scheme Analysis

Investment Strategy

Style: Growth at reasonable price Philosophy – to remain fully invested as per mandate & not to take active cash calls, cash limited to max of 7.5%

Top 5 Holding

ICICI Bank Infosys Larsen & Toubro HDFC Bank Ultra Tech Cement 9.63 5.54 5.28 5.13 5.07 Total - 30.65

Investment Strategy

Top-down sectoral approach supplemented by bottom-up stock picks Focus on select sectors of economy

Financial Services

29.64 9.22 8.28 7.75 7.40

Investment Strategy

Concentrated sector bets diversified at stock level Investment across market cap ranges

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 12,127 43,168 80,129 1.94% 12.12% 11.49% Monthly SIP of 1,000

Portfolio Construction

Flexibility to move across market cap ranges Flexicap portfolio with large cap tilt

Scheme Performance

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Mutual Fund

Kotak Flexi Cap Fund

Category

Inception

Benchmark

AUM - 36,056 Cr

Fund Manager

Harsha Upadhyaya & Arjun Khanna