Investment Objective
Kotak Small Cap Fund seeks to generate capital appreciation from a diversified basket of equity and equity related securities by investing primarily in small cap companies.
Investment Strategy
- The fund seeks to identify the hidden growth potential of small cap sized companies.
- It aims to invest in companies having leadership skills, high cash flows, low leverage and reasonable valuations.
- The investment strategy follows a bottom up approach for stock selection.
- The fund seeks to protect downside during market drawdowns even at the cost of underperforming for a short period during market upcycle.
Who Should Invest
- Investors having a long term investment horizon of 5 years and above.
- Those who want to benefit from the growth potential of small caps that are generally under-researched and under-owned.