This Small Cap Fund gave 8x Returns in 10 Years! – Here is the Breakdown
Embark on a financial exploration as we dissect the success of a Small Cap Fund, boasting an impressive 24.22 per cent CAGR
Meteoric Rise to Rs 12,163 Crore with a Jaw-Dropping 0.44 per cent Expense Ratio!
Commencing its journey on 01/01/2013, this small cap fund, under the direct-growth category, has steadily accumulated a substantial Rs 12,163 Crores in assets under management (AUM) by 30/09/2023. Despite its moderate scale, the fund maintains an admirable expense ratio of merely 0.44 per cent, setting it apart from its industry counterparts.
Unlocking Growth: Returns that Echo
With an extraordinary 26.10 per cent return in the past year and an impressive average annual return of 20.59 per cent since inception, this Small Cap Fund has solidified its reputation as a wealth-building powerhouse.
Investors have experienced a doubling of their investments every three years, a testament to the fund's remarkable performance.
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Strategic Sectoral Allocation: A Winning Formula
Strategically navigating Materials, Capital Goods, Consumer Discretionary, Chemicals, and Metals & Mining sectors, the fund adopts a conservative stance in Materials and Capital Goods, distinguishing itself within the category.
Powerful Portfolio: Unveiling the Core Holdings
The fund's top 5 holdings, featuring Cyient Limited, Carborundum Universal Ltd., Ratnamani Metals & Tubes Ltd., Century Plyboards (India) Ltd., and Blue Star Ltd., underscore its strategic investment approach and contribute significantly to its success.
Decoding the Numbers: Unleashing the Potential with Rs 1,00,000 Investment in an Undisclosed Small Cap Fund – Witness the Thriving 24.22 per cent CAGR!
Highlighting the Influence of Compounding and Time: Emphasizing the Impactful Investment Journey. Leading the Pack as India's Premier Small Cap Fund is none other than the Outperforming Kotak Small Cap Fund.
Investing in this Small Cap Fund proves to be a strategic move, showcasing a remarkable 24.22 per cent CAGR. The power of compounding and a steadfast time horizon amplifies the financial journey. Recognized as India's #1 Small Cap Fund, Kotak Small Cap Fund stands as a testament to wealth creation and consistent outperformance.
Disclaimer: The article is for informational purposes only and not investment advice.