Investment Objective
Kotak Multicap Fund seeks to generate capital appreciation for a long term from a portfolio of equity and equity related securities across market capitalization
Investment Strategy
- Kotak Multicap Fund allocates at least 25-50% of its portfolio each to large cap, mid cap and small cap market segments.
- The fund focuses on sectoral leaders, which have the potential to deliver higher earnings growth than their respective sector in the future.
- It selects the sectors primarily on the basis of growth prospects and valuations of the businesses over a medium to long term.
- The portfolio construction of the fund will be based on a thematic approach to bottom up strategy using the Business, Management and valuation (BMV) model
- The fund evaluates the business environment that a potential investee company operates in, the capability of its management to execute and scale up its business and the valuation of the company based on fundamentals like discounted cash flows and PE ratios, etc.
Who Should Invest
- Investors having a long term investment horizon of 5 years and above and having higher risk appetite
- Those seeking exposure to large caps, mid caps and small cap companies in a single portfolio.