Mutual Fund- 

Kotak Multi Cap fund

By Rajendra

Apr 10, 2023

image credit -Unsplash

Scheme Analysis

Category 

Multi Cap

Inception

Sep 29, 2021

Benchmark

Nifty 500 MultiCap 50:25:25

Scribbled Arrow

AUM  - 3,911 Cr

Fund Manager

Harsha Upadhyaya & Devendra Singhal

Thick Brush Stroke

Kotak Multi Cap Fund

Fund that is right mix of large, mid & small cap stocks that work together to create winning opportunities

Image Credit - Unsplash

Top 5 Holding

Maruti Suzuki

ITC

Reliance

Kalptaru Power

Bank of Baroda

6.19

5.66

3.68

3.07

2.95

Total  -  21.55

Portfolio is built up bottom up of best in class companies within sector.

Image Credit - Unsplash

Bank

Automobile

Finance

Top 5 Sector

16.96

8.88

8.19

6.71

6.27

Consumer Durable

Information Technology

The exposure to small and midcaps in portfolio is currently towards the minimum

Image Credit - Unsplash

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on 31 Mar. 2023

1 Year

3 Year

Since Inception

Period

Returns

4.73%

-

5.35%

Selection- strong balance sheet but are also to deliver better earning growth that the broader market.

Image Credit - Unsplash