๐ฏInvestment Objective
โKotak Small Cap Fund invests in a diversified portfolio of small cap companies with growth potential. The scheme seeks long term capital growth through a bottom-up stock selection approach, balancing potential opportunities with prudent risk management and sectoral diversification.โ
Source: Kotak Small Cap Fund scheme information document
AI Summary
indian-fundRule-based from financial data. Not advice.
Asset Allocation
Quarterly comparison data not available.
A balanced-to-growth allocation with 77% in equities and 23% in debt instruments.
The fund holds 23% in cash, above typical levels. This could indicate the fund manager is waiting for better entry points or being defensive.
Asset Allocation - The Single Most Important Investment Decision โ
Sector Allocation
โ Well-diversified, no sector dominates, with the top 3 at just 26.8%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101โ250 by market cap) โ offering a balance of growth potential and relative stability. The โBlendโ position means the portfolio mixes both value and growth stocks โ a balanced approach.
๐ What do Large/Mid/Small Cap mean? โKey Metrics
Fund DNA
Portfolio Holdings80 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (โ green) means they're buying more, decreasing (โ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
๐ Learn: Diversification & Asset Allocation โ| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | ASTER DM HEALTHCARE LTD | Healthcare Services | 4.6% | - | |
| 2 | KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD. | Healthcare Services | 3.7% | - | |
| 3 | Sansera Engineering Ltd | Auto Components | 3.6% | - | |
| 4 | VIJAYA DIAGNOSTIC CENTRE PVT | Healthcare Services | 3.5% | - | |
| 5 | KALPATARU PROJECTS INTERNATIONAL LIMITED | Construction | 2.6% | - | |
| 6 | Century Plyboards (India) Ltd. | Consumer Durables | 2.5% | - | |
| 7 | Techno Electric & Engineering Company Limited | Construction | 2.5% | - | |
| 8 | Ajanta Pharma Ltd. | Pharmaceuticals and Biotechnology | 2.2% | - | |
| 9 | SHRIRAM FINANCE LIMITED | Finance | 2.0% | - | |
| 10 | GARWARE TECHNICAL FIBRES LTD. | Textiles and Apparels | 1.8% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Kotak Small Cap Fund's historical returns
โ ๏ธ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
๐ก Why SIP works: Investing โน10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| - | - | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
๐คFund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.