Mutual Fund

Kotak small cap fund

By Rajendra

Oct 15, 2022

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Scheme Analysis

Category 

Small Cap

Inception

Feb 24, 2005

Benchmark

Nifty SmallCap 250

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AUM  - 8,469 Cr

Fund Manager

Pankaj Tibrewal & Arjun Khanna

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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

Century Ply

Galaxy Surfactant

Sheela Foam

Ratnamani Metals

4.43

4.22

3.28

3.27

3.21

Total 18.41

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

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Investment Strategy

FMCG

Capital Good

Chemical

Top 5 Sector

21.38

15.13

11.75

5.33

5.02

Automobiles

Services

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

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Investment Strategy

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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

5 Year

Period

Returns

3.51%

33.25%

17.83%

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

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Investment Strategy

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SIP Performance

Exit Load

upto 1 year - 1%

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As on 30 Sep. 2022

1 Year

3 Year

5 Year

Period

Value

12,320

59,826

1,14,365

Returns

5.01%

35.98%

26.13%

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