Kotak multicap fund

Multi cap equity funds invest in companies of all sizes and across sectors. Unlike large or mid cap funds, they can decide how money gets allocated between big, mid-sized, and small companies. This flexibility also allows them to make changes in the portfolio as market conditions change. ..... Advantages of Multi Cap Funds • Exposure to all key sectors driving the Indian economy forward • Ideal for an investment horizon of 5+ year • Eliminates the need for buying different funds for comprehensive market coverage • Quant Active Fund • Nippon India Multi Cap Fund • Mahindra Manulife Multi Cap Fund • ICICI Prudential Multicap Fund • Invesco India Multicap Fund • Sundaram Multi Cap Fund • Aditya Birla Sun Life Multi-Cap Fund • Axis Multicap Fund • Bandhan Multi Cap Fund • HDFC Multi Cap Fund • Kotak Multicap Fund • LIC MF Multi Cap Fund • SBI Multicap Fund • Tata Multicap Fund Every equity mutual fund invests the money gathered by all the investors in the stocks of companies. According to regulations, mutual funds need to be specific in their investment approach. For example, a large cap fund can only invest in the stocks of the top 100 companies based on market capitalization. Similarly, small cap funds can invest in companies that are ranked below 250, and so on. However, multi cap is the only category that doesn't have a defined structure by regulation on which size and sector of companies it can invest. And hence, these funds invest in large cap, mid cap, and small cap sto...

Kotak Mahindra Asset Management Company Limited has launched a new fund offer for Kotak Multicap Fund. The fund is open for subscription between September 8, 2021, and September 22, 2021. Read on to find out more about the Investment Objective The scheme’s investment objective is to generate long-term capital appreciation from a portfolio of equity and equity-related securities across market capitalization. Type of the scheme A multicap fund is an open-ended equity scheme investing 25% of its assets each in large-cap, mid-cap, small-cap stocks. Indicative Asset Allocation Types of Instruments Indicative allocation (% of total assets) Risk Profile Minimum Maximum Equity & equity related securities* 75% 100% Medium to High Debt & Money market instruments# 0% 25% Low Units issued by REITs & InvITs 0% 10% Medium to High *Minimum investment of 25% of total assets in equity and equity-related instruments of large-cap, small-cap and mid-cap companies each #Debt instruments shall be deemed to include securitised debts (excluding foreign securitised debt), and investment in securitized debts may be up to 50% of Debt and Money Market instruments. This will also include margin money for derivative transactions. Money Market instruments include commercial papers, commercial bills, treasury bills, Government securities having an unexpired maturity up to one year, call or notice money, certificate of deposit, usance bills, and any other like instruments as specified by the Reserve Bank ...

The fund investment objective is to generate long-term capital appreciation through diversified equity and equity-related securities portfolio across market capitalisation. Despite the witnessed outflows in the equity mutual fund last year, if there was the good news that cheered investors was the Sebi’s decision on the multi-cap. This came on the back of the claim that mutual fund houses were misguiding the investors in the name of the multi-cap fund and not investing the assets towards other categories. As per the Sebi guidelines, the fund houses indeed were focused up to 70% to 80% in large-cap companies only and thereby allocating very less towards another category. The lack of limitations based on market capitalisation led to haywire of trust among the investors. The new restrictions on multi-cap, which came into effect from January 2021, called for a 25% minimum allocation of assets towards each large, small, and mid-cap and gave the remaining 25% of assets liberty to be used by fund managers in any category. Having said that, the last few months witnessed many fund houses launching a multi-cap fund to bring that faith again amongst the investors. Recently, Kotak Mahindra Asset Management Company (AMC) launched Kotak Multicap Fund, which is open-ended that contains the right mix of large-cap, mid-cap, and small-cap stocks. The fund expects to provide investors with stability, growth, and potential for giving investors the ‘Power of All in One’.’ Investment objective ...

Sebi had laid down that multi-cap funds must invest at least 25% of their assets in large-cap, mid-cap, and small-cap companies respectively rather than allowing the fund manager to set this allocation. The balance 25% can be allocated as per the fund manager’s choice. This gave rise to apprehensions about existing multi-cap funds being forced to buy mid- and small-cap stocks to meet the new regulations. The regulator sought to allay such fears in November 2020 by introducing a new category called flexi-cap where the fund manager would have the freedom to allocate and move between asset classes. Kotak Mahindra AMC moved its standard multi-cap scheme to the flexi-cap category, creating a gap for a multi-cap fund in the Kotak Mahindra AMC basket of offerings. According to a Kotak Mahindra AMC presentation, its proprietary model suggests allocation between large, mid and small companies using factors such as mean reversion and momentum indicators. This model has outperformed the Nifty Multicap 500 in 11 out of the last 15 calendar years, on a backtest. The model currently prescribes a 26-31% allocation to large caps, 37-42% to mid-caps and 32-37% to small-caps, as of August 2021. However, looking back, the model has suggested a large-cap allocation of 48% most of the time (61% of the time). The model suggested a mid-cap overweight in periods such as July 2013 and September 2019 and small-cap overweight in periods such as December 2008 and March 2020 when the first wave of cov...

Company Allocation % Mahindra & Mahindra Ltd. 0.98% Maruti Suzuki India Ltd. 2.92% Motherson Sumi Systems Ltd. 1.56% Subros Ltd. 0.02% Tata Motors DVR 1.55% Coromandel International Ltd. 0.24% Dhanuka Agritech Ltd. 0.13% Tata Chemicals Ltd. 1.5% Bharti Airtel Ltd. 2.81% KNR Constructions Ltd. 1.07% PNC Infratech Ltd. 0.91% Pokarna Ltd. 1.44% Kalpataru Power Transmission Ltd. 1.11% Ambuja Cements Ltd. 1.6% Mahindra Lifespace Developers Ltd. 0.66% Amber Enterprises India Ltd. 0.32% Hindustan Petroleum Corporation Ltd. 1.56% NTPC Ltd. 1.87% Reliance Industries Ltd. 0.84% Bharat Electronics Ltd. 1.67% Rolex Rings Ltd. 0.5% Axis Bank Ltd. 1.03% HDFC Bank Ltd. 0.97% Mahindra & Mahindra Financial Services Ltd. 0.99% The Federal Bank Ltd. 2.08% Indian Bank 2.19% ICICI Bank Ltd. 3.22% Shriram City Union Finance Ltd. 1.16% State Bank of India 2.75% Shriram Transport Finance Company Ltd. 0.99% City Union Bank Ltd. 1.98% Kotak Liquid - Plan A - Direct Plan-Growth 2.77% Heritage Foods Ltd. 1.08% Bata India Ltd. 0.11% United Breweries Ltd. 2.07% Century Plyboards (India) Ltd. 2.37% Emami Ltd. 3.01% ITC Ltd. 3.03% United Spirits Ltd. 1.92% Greenply Industries Ltd. 1.91% Sun Pharmaceutical Industries Ltd. 1.54% Alkem Laboratories Ltd. 0.96% JB Chemicals & Pharmaceuticals Ltd. 0.58% Eris Lifesciences Ltd 1.08% Carborundum Universal Ltd. 1.08% Jindal Steel & Power Ltd. 1.02% Firstsource Solutions Ltd. 2.32% Barbeque-Nation Hospitality Ltd. 0.43% Westlife Development Ltd. 1.13% FSN E-Commerc...

Sebi had laid down that multi-cap funds must invest at least 25% of their assets in large-cap, mid-cap, and small-cap companies respectively rather than allowing the fund manager to set this allocation. The balance 25% can be allocated as per the fund manager’s choice. This gave rise to apprehensions about existing multi-cap funds being forced to buy mid- and small-cap stocks to meet the new regulations. The regulator sought to allay such fears in November 2020 by introducing a new category called flexi-cap where the fund manager would have the freedom to allocate and move between asset classes. Kotak Mahindra AMC moved its standard multi-cap scheme to the flexi-cap category, creating a gap for a multi-cap fund in the Kotak Mahindra AMC basket of offerings. According to a Kotak Mahindra AMC presentation, its proprietary model suggests allocation between large, mid and small companies using factors such as mean reversion and momentum indicators. This model has outperformed the Nifty Multicap 500 in 11 out of the last 15 calendar years, on a backtest. The model currently prescribes a 26-31% allocation to large caps, 37-42% to mid-caps and 32-37% to small-caps, as of August 2021. However, looking back, the model has suggested a large-cap allocation of 48% most of the time (61% of the time). The model suggested a mid-cap overweight in periods such as July 2013 and September 2019 and small-cap overweight in periods such as December 2008 and March 2020 when the first wave of cov...

The fund investment objective is to generate long-term capital appreciation through diversified equity and equity-related securities portfolio across market capitalisation. Despite the witnessed outflows in the equity mutual fund last year, if there was the good news that cheered investors was the Sebi’s decision on the multi-cap. This came on the back of the claim that mutual fund houses were misguiding the investors in the name of the multi-cap fund and not investing the assets towards other categories. As per the Sebi guidelines, the fund houses indeed were focused up to 70% to 80% in large-cap companies only and thereby allocating very less towards another category. The lack of limitations based on market capitalisation led to haywire of trust among the investors. The new restrictions on multi-cap, which came into effect from January 2021, called for a 25% minimum allocation of assets towards each large, small, and mid-cap and gave the remaining 25% of assets liberty to be used by fund managers in any category. Having said that, the last few months witnessed many fund houses launching a multi-cap fund to bring that faith again amongst the investors. Recently, Kotak Mahindra Asset Management Company (AMC) launched Kotak Multicap Fund, which is open-ended that contains the right mix of large-cap, mid-cap, and small-cap stocks. The fund expects to provide investors with stability, growth, and potential for giving investors the ‘Power of All in One’.’ Investment objective ...

Multi cap equity funds invest in companies of all sizes and across sectors. Unlike large or mid cap funds, they can decide how money gets allocated between big, mid-sized, and small companies. This flexibility also allows them to make changes in the portfolio as market conditions change. ..... Advantages of Multi Cap Funds • Exposure to all key sectors driving the Indian economy forward • Ideal for an investment horizon of 5+ year • Eliminates the need for buying different funds for comprehensive market coverage • Quant Active Fund • Nippon India Multi Cap Fund • Mahindra Manulife Multi Cap Fund • ICICI Prudential Multicap Fund • Invesco India Multicap Fund • Sundaram Multi Cap Fund • Aditya Birla Sun Life Multi-Cap Fund • Axis Multicap Fund • Bandhan Multi Cap Fund • HDFC Multi Cap Fund • Kotak Multicap Fund • LIC MF Multi Cap Fund • SBI Multicap Fund • Tata Multicap Fund Every equity mutual fund invests the money gathered by all the investors in the stocks of companies. According to regulations, mutual funds need to be specific in their investment approach. For example, a large cap fund can only invest in the stocks of the top 100 companies based on market capitalization. Similarly, small cap funds can invest in companies that are ranked below 250, and so on. However, multi cap is the only category that doesn't have a defined structure by regulation on which size and sector of companies it can invest. And hence, these funds invest in large cap, mid cap, and small cap sto...

Company Allocation % Mahindra & Mahindra Ltd. 0.98% Maruti Suzuki India Ltd. 2.92% Motherson Sumi Systems Ltd. 1.56% Subros Ltd. 0.02% Tata Motors DVR 1.55% Coromandel International Ltd. 0.24% Dhanuka Agritech Ltd. 0.13% Tata Chemicals Ltd. 1.5% Bharti Airtel Ltd. 2.81% KNR Constructions Ltd. 1.07% PNC Infratech Ltd. 0.91% Pokarna Ltd. 1.44% Kalpataru Power Transmission Ltd. 1.11% Ambuja Cements Ltd. 1.6% Mahindra Lifespace Developers Ltd. 0.66% Amber Enterprises India Ltd. 0.32% Hindustan Petroleum Corporation Ltd. 1.56% NTPC Ltd. 1.87% Reliance Industries Ltd. 0.84% Bharat Electronics Ltd. 1.67% Rolex Rings Ltd. 0.5% Axis Bank Ltd. 1.03% HDFC Bank Ltd. 0.97% Mahindra & Mahindra Financial Services Ltd. 0.99% The Federal Bank Ltd. 2.08% Indian Bank 2.19% ICICI Bank Ltd. 3.22% Shriram City Union Finance Ltd. 1.16% State Bank of India 2.75% Shriram Transport Finance Company Ltd. 0.99% City Union Bank Ltd. 1.98% Kotak Liquid - Plan A - Direct Plan-Growth 2.77% Heritage Foods Ltd. 1.08% Bata India Ltd. 0.11% United Breweries Ltd. 2.07% Century Plyboards (India) Ltd. 2.37% Emami Ltd. 3.01% ITC Ltd. 3.03% United Spirits Ltd. 1.92% Greenply Industries Ltd. 1.91% Sun Pharmaceutical Industries Ltd. 1.54% Alkem Laboratories Ltd. 0.96% JB Chemicals & Pharmaceuticals Ltd. 0.58% Eris Lifesciences Ltd 1.08% Carborundum Universal Ltd. 1.08% Jindal Steel & Power Ltd. 1.02% Firstsource Solutions Ltd. 2.32% Barbeque-Nation Hospitality Ltd. 0.43% Westlife Development Ltd. 1.13% FSN E-Commerc...

Kotak Mahindra Asset Management Company Limited has launched a new fund offer for Kotak Multicap Fund. The fund is open for subscription between September 8, 2021, and September 22, 2021. Read on to find out more about the Investment Objective The scheme’s investment objective is to generate long-term capital appreciation from a portfolio of equity and equity-related securities across market capitalization. Type of the scheme A multicap fund is an open-ended equity scheme investing 25% of its assets each in large-cap, mid-cap, small-cap stocks. Indicative Asset Allocation Types of Instruments Indicative allocation (% of total assets) Risk Profile Minimum Maximum Equity & equity related securities* 75% 100% Medium to High Debt & Money market instruments# 0% 25% Low Units issued by REITs & InvITs 0% 10% Medium to High *Minimum investment of 25% of total assets in equity and equity-related instruments of large-cap, small-cap and mid-cap companies each #Debt instruments shall be deemed to include securitised debts (excluding foreign securitised debt), and investment in securitized debts may be up to 50% of Debt and Money Market instruments. This will also include margin money for derivative transactions. Money Market instruments include commercial papers, commercial bills, treasury bills, Government securities having an unexpired maturity up to one year, call or notice money, certificate of deposit, usance bills, and any other like instruments as specified by the Reserve Bank ...