Monday, September 26, 2016
by
Indian Real Estate News
Invest Kotak 50 Regular Plan Online
The scheme seeks capital appreciation, through investments in equities. The fund portfolio would generally comprise of around 50 companies which may go upto 59 companies.
A fund which has managed a strong climb in the rankings since 2013, Kotak 50 has improved its performance sharply in this bull market. This has earned it a four-star rating, up from two stars in 2013. The fund owns a portfolio of less than 50 stocks, drawn mainly from the large-cap basket. It invests 80 per cent of its portfolio in the top 100 stocks by market cap, with the rest parked in smaller bets. The investment philosophy is to seek both growth and quality at a reasonable price. This is again a fund that focuses on sector leaders but with a twist. In the downturn of the past few years, the fund has either bet on companies that have invested in assets which could pay off in an economic revival or on companies that have managed costs well and can expand margins when the upturn arrives.
The fund's three-year returns place it good 5.5 percentage points ahead of the benchmark and about 1.8 percentage points ahead of the peers, but its longer record shows a thinner margin of outperformance. The fund's ten-year returns are a shade below 13 per cent, mainly because of the patchy show in the big bull years of 2009, 2012 and 2013. But returns in the last three years have been quite strong. The fund has seen a fair degree of manager shuffle in the last ten years, with the current fund manager at the helm since January 2014.
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