Fund Review : Kotak Standard Multicap : Grow Wealth Advisors

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Category: Multi Cap

Assets: Rs 19,614 Crores (as on 31 May 2018)

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Political and macro-economic headwinds have intensified this year which have brought about a great amount of volatility in the stock markets. In such a situation, mutual fund investors should consider multicap schemes with twin focus on large companies and good exposure to high-quality midcaps. These schemes have freedom to invest in the best of the companies irrespective of their size and sectors. Kotak Multicap (erstwhile Kotak Select Focus) is one such Multicap fund with proven performance record. Fund has delivered 12.92% returns in 3 years, 20.58% in 5 years and 14.69% since inception making it a star fund which is a must in your portfolio.

Fund Details

Performance

As on 31st May 2018

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.

Investment Strategy

The scheme endeavors to identify sectors that are likely to do well over the medium term and takes focus exposures to the same. There is no restriction on which type of sectors the scheme can take exposure to and the portfolio will be generally diversified at the stock level across market capitalization

Large cap contributed as high as 80% as of May 2018 therefore minimizing impact of wealth erosion in small/mid cap that we have seen in last couple of months. The flexible market-cap mandate allows mid/small-cap exposure between 25 and 50 per cent thereby allowing fund to ride rally in mad/small cap when markets reverses. The fund selects companies that have proven business models, which are scalable in nature, where capital efficiency is high and that have reasonable competitive edge in their respective areas of business.

Fund Manager

Mr Upadhyaya is managing fund since 2012. Prior to joining Kotak Mutual fund he has worked with DSP BlackRock Investment Managers Ltd. and UTI AMC. He is IIM Lucknow alumni. Along with Kotak Multicap he also manages below funds for Kotak

Kotak Equity Opportunities Fund

Kotak Tax Saver Regular Plan

Kotak India Growth Fund Series 4

Kotak India Growth Fund Series 5

Asset Allocation

Sectoral Allocation

Summary

The volatility of stock market can unnerve many investors specially investors in small/mid cap funds. In this backdrop, this fund can be invested into which combines best of Large Caps and small/Mid cap stocks. Funds has shown strong performance over 3-5+ years timeframe. Also fund manager is handling fudn for more than 5 years which is also a sign of confidence. Multi cap fund is a must have fund for all investors as this fund can provide both stability and returns. We strongly recommend this fund with a investment horizon of 5+ years.

Please call us at 9325295502 or email us at [email protected] for further details or you wish to invest in this plan