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Kotak Small Cap Mutual Fund: Know Portfolio Constituents, Performance & Other Key Metrics

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Kotak Small Cap Mutual Fund: Know Portfolio Constituents, Performance & Other Key Metrics
Kotak Small Cap Mutual Fund: Know Portfolio Constituents, Performance & Other Key Metrics
OLM Desk - 01 December 2022

The world of small caps is expanive and under-researched, and picking out a good one is akin to picking out a flawless gem from the vast ocean.

In fact, very few fund managers get success in finding these gems. Kotal Small-Cap Fund has proved its ability to pick out the gems in all market conditions. The scheme has a consistent track record across the ups and downs of the market, thus proving its mettle across market conditions. It seeks to generate long-term capital growth from an actively managed portfolio by investing mostly in mid-caps. So, if you have a high-risk appetite, this fund should get your nod.

Portfolio

At present, the fund is betting higher in domestic consumption-related sectors, such as fast-moving consumer goods (FMCG), construction material, and consumer durables. This bodes well for the fund given the current scenario.

Performance

It has outperformed its benchmark in the last five calendar years. The fund is best suited for investors willing to take higher risk by taking a fair degree of exposure in the small-cap space; the fund has the ability to reward them with superior returns in the long run.

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To A Truly Happy New Year!