It was the first Indian non-banking financial company to receive a banking licence from the Reserve Bank of India in February 2003. It was founded in 1985 by Mr. Uday Kotak. The organisation provides for the financial requirements of both private and institutional investors worldwide.
An open-ended equity plan that makes investments in a select group of small businesses with the potential to grow into tomorrow's large-cap firms and present you with long-term wealth development prospects.
Fund Type | Small Cap Fund |
---|---|
Fund Managers | Mr. Pankaj Tibrewal |
Inception Date | 24 February 2005 |
Benchmark | NIFTY Smallcap 250 TRI (Tier 1), NIFTY Smallcap 100 TRI (Tier 2) |
Minimum Investment Amount | Rs. 5000 & in multiple of Rs. 1 for purchase and for Rs. 0.01 for switches |
Additional Application Amount | Rs. 1000 & multiples of Rs. 1 |
Entry Load | NIL |
Exit Load | 1% |
Consumer Durables | 29% |
Capital Goods | 16.16% |
Chemicals | 10.88% |
Cash & Cash Equivalent | 7.10% |
Automobile & Auto Components | 6.16% |
Services | 5.03% |
Information Technology | 4.91% |
Financial Services | 4.87% |
Consumer Services | 3.68% |
Textiles | 3.60% |
Standard Deviation | 27.74% |
Beta | 0.88% |
Sharpe | 0.85% |
Portfolio Turnover | 7.07% |
Kotak Mahindra Mutual Fund's three funds are managed by Mr. Pankaj Tibrewal. Every plan must have a unique expenditure structure. The performance information provided here is on a regular schedule. Kotak Emerging Equity Fund (Mar 30, 2007), Kotak Equity Hybrid Fund (Nov 25, 1999), Kotak Small Cap Fund (Feb 24, 2005).
Mr. Pankaj graduated from St. Xavier's College in Kolkata with a degree in commerce, and he also has a master's in finance from Manchester University. Since 2003, he has worked in the mutual fund sector, managing a number of debt and equity schemes. He joined the company in January 2010 and has been a member since then. Prior employment for Mr. Pankaj was with Principal Mutual Fund.
We are Distributors of Financial Products in India & NOT the Investment Advisors as per SEBI guidelines.
Our ARN No is 171040 (AIF & PMS Expert India)
Mutual Fund Investments are subject to market risks. Please read all offer documents carefully before investing. There is NO Guarantee of any Returns in the Mutual Fund products.
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