Mutual Fund- 

Kotak Multi Cap fund

By Rajendra

Oct  15, 2022

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Scheme Analysis

Category 

Multi Cap

Inception

Sep 29, 2021

Benchmark

Nifty 500 MultiCap 50:25:25

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AUM  - 4,166 Cr

Fund Manager

Harsha Upadhyaya & Devendra Singhal

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Kotak Multi Cap Fund

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

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Top 5 Holding

Maruti Suzuki

ICICI Bank

Reliance

SBI

ITC

5.52

4.97

4.11

3.98

3.43

Total   20.01

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

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Bank

Automobile

Consumer Durable

Top 5 Sector

21.31

7.84

7.71

6.42

4.91

Pharma

Information Technology

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

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

Since Inception

Period

Returns

1.83%

-

1.82%

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

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