Kotak Small Cap Fund

Mutual Fund

Kotak small cap fund

By Rajendra

Apr 10, 2023

image source -Unsplash

Scheme Analysis

Category

Small Cap

Inception

Feb 24, 2005

Benchmark

Nifty SmallCap 250

AUM - 8,617 Cr

Fund Manager

Pankaj Tibrewal & Arjun Khanna

Kotak Small Cap Fund

The scheme invests in companies in the small cap market capitalization segment across sectors

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Investment Strategy

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

Scheme is well positioned to provide the benefit of potential growth offered by small cap stocks.

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Investment Strategy

Consumer Durable

Capital Good

Chemical

Top 5 Sector 22.46

17.74

10.78

8.31

6.14

IT

Automobile

Scheme is well positioned to provide the benefit of potential growth offered by small cap stocks.

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Investment Strategy

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 31 Mar. 2023

1 Year

3 Year

5 Year

Period

Returns

-4.22%

44.78%

14.98%

Focus is on companies with leadership, low leverage, high cash flows & reasonable valuations

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Investment Strategy

SIP Performance Exit Load upto 1 year - 1%

As on 31 Mar 2023

1 Year

3 Year

5 Year

Period

Value

11,730

49,909

1,02,853

Returns

-4.10%

22.34%

21.66%

Monthly SIP of 1,000

The essence is to 'spot them young and watch them grow'. Bottom up portfolio building remains core strategy.

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Investment Strategy