Kotak Small Cap Fund

Mutual Fund

By Rajendra Apr 10, 2023 image source -Unsplash Scheme Analysis

Investment Strategy

[{"selector":"#anim-09036b20-ecaa-4a36-b13f-d0adde910b98","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-0e13bd6a-7bc5-4573-a96a-959b58822d09","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] The scheme invests in companies in the small cap market capitalization segment across sectors Image Credit - Unsplash

Top 5 Holding

Carborundom Ratnamani Metals CYI Ent Century Ply Blue Star 4.70 3.58 3.35 3.31 3.17 Total - 18.11

Investment Strategy

[{"selector":"#anim-eb3cda8a-2645-41c2-8b2f-85ca83eb8ba6","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-6c947c17-01b5-448c-8e5b-e8cd3fa108e4","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Scheme is well positioned to provide the benefit of potential growth offered by small cap stocks. Image Credit - Unsplash

Consumer Durable

22.46 17.74 10.78 8.31 6.14

Investment Strategy

[{"selector":"#anim-41a181ff-4b1b-4395-a37e-a44a73e3fc4c","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-bac0895b-8c30-4735-a64d-c2b2235e11e9","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Scheme is well positioned to provide the benefit of potential growth offered by small cap stocks. Image Credit - Unsplash

Scheme Performance

[{"selector":"#anim-977a638f-acd1-44a7-b25f-a07411e927dd","keyframes":{"transform":["translate3d(-109.63855%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-8d1981dc-6431-47f0-8310-bb18154dc1b8","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9154335b-3d19-48a3-a48f-9a807b264a66","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Thick Brush Stroke Upto 1 Year - 1.00% Scribbled Arrow As on 31 Mar. 2023 1 Year 3 Year 5 Year -4.22% 44.78% 14.98%

Investment Strategy

[{"selector":"#anim-a8c40d25-c975-47aa-940f-23452b1d4613","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-5f2b5f1e-de3e-4a78-a034-9e018b8de3f8","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Focus is on companies with leadership, low leverage, high cash flows & reasonable valuations Image Credit - Unsplash

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 31 Mar 2023 1 Year 3 Year 5 Year 11,730 49,909 1,02,853 -4.10% 22.34% 21.66% Monthly SIP of 1,000

Investment Strategy

[{"selector":"#anim-48e1d027-230f-4829-a73c-fe9e9d660860","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-c35a032d-3fc9-430d-b485-e2170e0fa449","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] The essence is to 'spot them young and watch them grow'. Bottom up portfolio building remains core strategy. Image Credit - Unsplash

Mutual Fund

Kotak small cap fund

Category

Inception

Benchmark

AUM - 8,617 Cr

Fund Manager

Pankaj Tibrewal & Arjun Khanna