This large and mid cap fund gave 16.9% returns in 3 years; should you invest?
KOTAK EQUITY OPPORTUNITIES: Its biggest positions are in large caps, while the mid-cap exposure is mostly towards the mid- and tailend of the portfolio. The preference is for companies that have the ability to generate consistent cash flows, have...
By ET Bureau |
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KOTAK EQUITY OPPORTUNITIES: It retains a large-cap tilt, even as it has hiked its mid-cap presence
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Should You Buy Earlier run as a multi-cap fund, this fund adopted the large- and mid-cap mandate in 2018. It retains a large-cap tilt, even as it has hiked its mid-cap presence. Its biggest positions are in large caps, while the mid-cap exposure is mostly towards the mid- and tailend of the portfolio. The preference is for companies that have the ability to generate consistent cash flows, have a proven business model with efficient management, and are available at a reasonable price. The fund has put in a strong, consistent show after 2018, barring a dip in 2021. It retains a superior risk-return profile among its peers, with the ability to provide better downside protection.
