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ranking by CRISIL

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This scheme is not ranked by CRISIL.
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Benchmark Index:

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Returns (NAV as on May-20-2013)

Period	Returns (%)	Rank #
1 mth	0.7	-
3 mth	-5.3	-
6 mth	-	-
1 year	-	-
2 year	-	-
3 year	-	-
5 year	-	-

# Moneycontrol Rank within 49 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-13.5	-	-	-	-

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	0.7	-5.3	--	--	--	--	--
Category avg	4.1	0.5	1.7	17.5	6.3	5.6	5.0
Difference of Fund returns and Category returns	-3.4	-5.8	--	--	--	--	--
Best of category	8.2	3.9	8.2	30.6	21.4	19.3	15.8
Worst of category	-1.0	-9.7	-9.0	2.5	-4.3	-5.9	-6.8
Benchmark returns #	4.4	-1.9	0.6	11.9	-1.3	-0.9	-1.5
Difference of Fund returns and Benchmark returns	-3.7	-3.4	--	--	--	--	--

# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	Jan 01, 2013
Benchmark	S&P BSE MIDCAP
Asset Size (Rs cr)	0.08 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.0.50 (May-02-2013) View Dividend History
Bonus	N.A.
Fund Manager	Pankaj Tibrewal View performance of schemes managed by the Fund Manager
Notes	N.A

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load of 1% if redeemed within 1 year from the date of allotment.

Contact Details

Regd. Office	5A, 5th Floor, Bhaktawar, 229 Nariman Point, Mumbai, 400021
Tel. No.	91 22 6638 4444
Fax No.	91 22 6638 4455
Email	mutual@kotak.com
Website	http://www.kotakmutual.com

Peer Comparison

Small & Mid Cap	Crisil Rank	Assets (Rs.cr)
Small & Mid Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
IDFC Premier Equity - A (G)	Rank 2	3,381.06	2.0	4.7	20.9	12.4	12.3
HDFC MidCap Opportunities (G)	Rank 2	2,719.45	2.2	4.7	18.4	11.8	12.7
ICICI Pru Discovery Fund (G)	Rank 2	2,538.81	0.2	4.7	18.5	8.9	13.8
SBI Emerging Busi (G)	Rank 1	1,214.96	0.8	4.4	28.9	19.3	10.6
Sundaram Select Midcap -RP (G)	Rank 3	1,930.19	3.0	0.8	20.1	7.7	8.5
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 13)

Equity	Sector	Value (Rs cr)	Asset %
Kewal Kiran	Retail & Real Estate	4.61	4.36
Solar Ind	Chemicals	4.40	4.16
Hawkins Cooker	Cons Durable	4.39	4.16
Whirlpool	Cons Durable	3.93	3.72
Federal Bank	Banking/Finance	3.88	3.67
Graphite India	Engineering	3.76	3.56
Tata Global Bev	Food & Beverage	2.65	2.51
Repro India	Miscellaneous	2.59	2.45
Torrent Pharma	Pharmaceuticals	2.50	2.37
Birla Corp	Cement	2.30	2.18