Kotak Small Cap Fund

Mutual Fund

By Rajendra Oct 15, 2022 image source -Unsplash Scheme Analysis

Investment Strategy

[{"selector":"#anim-56fba7b2-03ea-4e82-b5d7-318d3b9e4733","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-8092df58-8290-4f2b-83e7-fd84dfd453b5","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 Century Ply Galaxy Surfactant Sheela Foam Ratnamani Metals 4.43 4.22 3.28 3.27 3.21 Total 18.41

Investment Strategy

[{"selector":"#anim-c15cd632-db0a-4811-a55b-22ced0823f41","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-fa166ff8-3749-4bb2-a4f8-1a534f92fcb8","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

FMCG

21.38 15.13 11.75 5.33 5.02

Investment Strategy

[{"selector":"#anim-2e3e4656-b2b3-4796-a2f5-0c534fbae3c6","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-88b63eab-c49c-4385-961c-bf0988bfc181","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-79b184b6-3390-4d75-86d8-e7a63f05f842","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-11720ed9-31e4-4694-8dec-8d738096e539","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-76b3f1a8-6108-4760-bca9-73a04bfcd31d","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 30Sep. 2022 1 Year 3 Year 5 Year 3.51% 33.25% 17.83%

Investment Strategy

[{"selector":"#anim-3211a49a-72ea-474a-b0bb-6628f1219026","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-39fba3ec-dd32-4d9e-9e49-55efbaf01b04","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 30 Sep. 2022 1 Year 3 Year 5 Year 12,320 59,826 1,14,365 5.01% 35.98% 26.13% Monthly SIP of 1,000

Investment Strategy

[{"selector":"#anim-612042f7-d249-4b86-9c70-ba93293c4f80","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-c09d0e64-9628-41db-81fb-1a2ea5c13b15","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

More Stories

[{"selector":"#anim-b67ec907-7dc9-4a88-9487-05fc3e742a97","keyframes":{"opacity":[0,1]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-22f087dc-bd50-43f4-aaf4-439b2251959a","keyframes":{"transform":["translate3d(-170.42254%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-6b9599b9-56f2-4cae-9999-0166003016f5","keyframes":{"opacity":[0,1]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-0c1d9668-a36e-4bf3-bd3a-4bd342d67a8e","keyframes":{"transform":["translate3d(-151.3834%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ede1a02e-aaed-4fb0-b1d4-c7ded0bfefe8","keyframes":{"opacity":[0,1]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-32f198dc-0c7b-48b2-9242-3155a316f6b3","keyframes":{"transform":["translate3d(-167.92454%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-734a7cd9-7eca-4099-8d83-8682ab2c969c","keyframes":{"opacity":[0,1]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-600d6c5e-0af0-49b9-84bb-cacc1a539861","keyframes":{"transform":["translate3d(-156.19468%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b87144ee-1349-4b28-8626-0dfbbb95d273","keyframes":{"opacity":[0,1]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-70d7764f-a593-4db6-836d-990c63be7ad7","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-d0e8a183-fea5-4e6f-9f81-a7ce3ca4dcf6","keyframes":{"opacity":[0,1]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-03b12471-72fe-4773-9e8a-ea4e2a740c82","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-3ac50f39-94f0-4020-ab97-890adf441cdb","keyframes":{"opacity":[0,1]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-7c6ec649-7a0e-4a7e-b263-87f55195689e","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Kotak Multi Cap Fund Kotak Infrastructure & Economic Reform Fund DSP Small Cap Fund

Mutual Fund

Kotak small cap fund

Category

Inception

Benchmark

AUM - 8,469 Cr

Fund Manager

Pankaj Tibrewal & Arjun Khanna