Kotak Small Cap Fund

An open ended equity scheme predominantly investing in Small Cap stocks

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This fund is suitable for investors who are seeking:

•Long term capital appreciation

•Investment in equity & equity related securities predominantly in small cap Stocks

 

Investment Objective:

The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies. There is no assurance that the investment objective of the Scheme will be achieved

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Asset Allocation:

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Investing strategy :

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The Scheme will invest predominantly (atleast 65%) in stocks of small cap companies. On defensive consideration, the Scheme may also invest in debt and money market instruments. In order to build a diversified portfolio of investments, the Scheme will make investments across sectors. The Scheme will normally invest in companies, which have the following characteristics:

• Proven products and services,

• Record of above average earnings growth and have potential to sustain such growth,

• Stock prices that appear to undervalue their growth prospects, and

• Companies, which are in their early and more dynamic stage of the life cycle, but are no more considered new or emerging.

The Scheme may invest in listed/unlisted and/or rated/unrated debt or money market securities, provided the investments are within the limits indicated in the asset allocation pattern. Investment in unrated debt securities would be made with the prior approval of the Board of the AMC provided the investment is in terms of the parameters approved by the Board of the Trustee. Where the proposed investment is not within the parameters as mentioned above, approval of the Boards of both the AMC and the Trustee would be taken before making the investment.

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Top 5 Holdings Sector wise:

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Performance:

Systematic Investment Plan (SIP) If you had insvested Rs 10,000 every month

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Fund Manager:

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 Mr. Pankaj Tibrewal

 Mr. Pankaj Tibrewal hasmore than 20 years experience in fund management area. Prior to joining Kotak AMC, he was in the fund management team of Principal PNB Asset Management Private Ltd

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Mr. Harish Bihani

Harish Bihani has over 16 years of experience in equity research and fund management. Prior to joining Kotak AMC , Mr. Bihani was associated with ICICI Prudential Mutual Fund as a fund manager. He has also worked with SBI Mutual Fund and Kotak Institutional Equities as research analyst

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Mr. Arjun Khanna

Mr. Arjun Khanna has over 16 years of experience out of which 15 years has been with Mutual Funds in Equity Research. Prior to joining Kotak Mahindra Mutual Fund, he was with Principal PNB Mutual Funds. He has also worked at Citibank N.A. in his earlier stint. He is a Bachelor of Engineering (Electronics) from Mumbai University and has done his Masters of Management (Finance)from Jamnalal Bajaj Institute of Management Studies,Mumbai. He has received the Chartered Financial Analyst designation from the CFA Institute and is a Financial Risk Manager - Certified by the Global Association of Risk Professionals

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Riskometer:

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