Kotak Small Cap Fund (Equity, Small Cap)

Moderately High
15 yrs 4 monthsStarted on:24 Feb 2005
₹ 1318.02 Cras on: 21 May 2020
Long Term Horizon
2.23%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.

Exit Load

i. For redemptions/switchouts within 1 year from the date allotment of units in respect of each STP transaction : 1% ii. For redemptions/switchouts after 1 year from from the date allotment of units in respect of each STP transaction : Nil

Scheme Documents

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Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR6.54

Portfolio

Company Name% Assets
Sheela Foam Ltd.3.68
Alkyl Amines Chemicals Ltd.3.47
Dixon Technologies (India) Ltd.3.47
JK Cement Ltd3.45
Hawkins Cookers Ltd.3.35
Century Plyboards (India) Ltd.3.13
Techno Electric & Engineering Co. Ltd.3.12
Galaxy Surfactants Ltd.3.08
PI Industries Ltd.2.73
Nilkamal Ltd.2.69

Top Sectoral Holdings

Sector Name% Assets
Chemicals17.63
Engineering13.03
FMCG10.13
Cons Durable9.38
Construction8.91
Financial8.78
Textiles7.02
Services6.72
Metals6.62
Healthcare3.26

Indicators

LabelValue
Portfolio turnover ratio12.51
Standard Deviation25.1%
Beta0.77%

Pankaj Tibrewal

Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K.
Prior to joining Kotak AMC he has worked with Principal Asset Management Company. as Fund Manager.

Other Funds Managed by Pankaj Tibrewal