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Kotak 50

Among large-cap schemes which have concentrated exposure to large-sized companies, Kotak 50 should serve as a good addition to retail investors' portfolio. The scheme, which invests close to 80% of its portfolio in top 100 stocks by market capitalisation, has delivered encouraging performance in the past five years.

In the past three-year and five-year periods, the scheme has given 18% and 15.4% returns, respectively, while its benchmark CNX Nifty 50 has given 12% and 11.4%, in the same periods, respectively. There are two factors that the scheme's fund manager Harish Krishnan kept in mind when he chose companies during downturn -between 2011 and 2014.

One, focussing on companies which invested in their assets. This means companies which expanded their capacities through various methods. Two, selecting the companies which were able to cut costs during the downturn. The marriage of these two factors should result in margin expansion and better return ratios. Given these factors, the scheme's fund manager invested in companies from sectors such as auto, auto ancillary, cement, capital goods and engineering, and private sector financing.

In the past six months, the scheme's fund manager has invested in a few companies which fall under consumer discretionary theme and which are expected to bounce back after negative impact of demonetisation fades away. A few prominent companies that follow this theme are Arvind, Apollo Hospitals Enterprise and Sun TV Network.

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Kotak 50


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