Kotak - Small & Midcap Fund
EQUITY MID & SMALL CAP
The strategy will invest in all listed equity and equity related instruments with emphasis on capturing absolute returns by investing in 10-25 stocks with market capitalization of Rs 200-5000 crores.
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3Y annualised returns
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Benchmark returns (NIFTY 50 Total Return Index)
Launch date
30 Apr '12
Total AUM
₹43.78Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity94.2%
Cash5.8%
Equity market cap split
Small Cap78.0%
Mid Cap8.4%
Large Cap7.8%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
2.00%
PMS management
KPKotak PMSFund managerView details
KP
Kotak PMS
Fund manager
View details
PMS house
Kotak Mahindra Asset Management company Ltd
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