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Fincash » Add Biller for SIP Transactions in IDFC Bank

How to Add Biller for SIP Transactions in IDFC Bank?

Updated on December 16, 2024 , 5227 views

SIP or Systematic Investment plan is a mode of investment in Mutual Funds where individuals deposit small amounts at regular intervals. In SIP transactions, people should understand that the money gets deducted at regular intervals. Therefore, in order to ensure that the entire process is hassle-free, people can to add billers to their Bank account through net banking so that the payments are done on time. This can be done with by adding the Unique Registration Number or URN of the SIP to the bank account. You will receive this URN in your email or you can get it by visiting the website of fincash.com after making your first payment. This process of adding billers to the bank account is different for each bank. So, let us understand the process of adding biller in IDFC Bank.

Login to Your IDFC Bank Account & Click on Bill Pay Option.

Any process of adding biller in the bank account starts from logging into your bank account. First-of-all, you need to login to your bank account by using your login credentials. Once you log in, you will be redirected to your home screen. In the home screen, you need to click on Bill Pay tab which is on the left side of the screen. The image for this step is as follows where the Bill Pay option is highlighted in Green.

Step 1

Click on Add Biller in Bill Pay Option

Once you click on Bill Pay tab, a drop down opens, which has various options such as View/Pay Bills, Quick Pay, Recharges, and much more. Out of these options, you need to select the Add Biller option. The image for this step is given below where the Add Biller option is highlighted in Green.

Step 2

Enter URN & Select Set for Auto Pay

This is an important step in the process of biller addition. In this step, people need to enter the URN number so that their Auto Pay option gets automated. Once you click on Add Biller option in the previous step, a new screen opens where you need to enter the Bill Details. Here, in case of the category, you need to choose Mutual Funds. In the Provider, you need to select the option BSE Limited. After choosing the provider, you need to enter the URN number which you receive in your email or you can access by logging into your fincash account. After entering the URN, you need to select the Set for Auto Pay option. The image for this step is given below where the Unique Registration Number and Set for Auto Pay option both are highlighted in Green.

Step 3

Enter Payment Details

Once you select the Set for Auto Pay in the previous step, a drop-down opens in which you need to enter the payment details such as the account number from which the SIP payment has to be done, the start date of the SIP, and the SIP amount that need to be. After entering these details, you need to click on Add Biller option. The image for this step is given below where the Add Biller option is selected in Green.

Step 4

Enter OTP

Once you click on Add Biller in the previous step, a new screen opens where you can see the details of your account you can see summary of your SIP. Along with it, you can also see that a box in which you are asked to enter the One Time Password (OTP). This OTP number is the one which you receive in your mobile number. Once you enter the OTP number you need to click on Verify button. The image for this step is given below where the OTP Box and Verify button both are highlighted in Green.

Step 5

Final Confirmation

This is the last step where you can receive the final confirmation that the biller has been successfully added. Once you click on Verify the biller gets confirmed post which the SIP payments will get deducted automatically. The image for this step is given below.

Step 6

Thus from the above steps, it can be said that it is easy to add biller for SIP transactions in IDFC Bank.

Best SIPs to Invest to Earn Better Returns

Here are some of the recommend SIPs as per 5 year returns and AUM of more than INR 500 Cr:

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹179.502
↓ -1.13
₹61,027 100 -1.15.831.12936.548.9
Motilal Oswal Midcap 30 Fund  Growth ₹114.18
↓ -0.21
₹20,056 500 8.322.959.437.13441.7
L&T Emerging Businesses Fund Growth ₹91.2582
↓ -0.02
₹17,306 500 2.18.632.62732.446.1
DSP BlackRock Small Cap Fund  Growth ₹205.062
↓ -0.46
₹16,147 500 0.613.229.223.231.741.2
Kotak Small Cap Fund Growth ₹280.753
↓ -0.60
₹17,593 1,000 -1.36.829.419.331.534.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Dec 24

1. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.5% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (18 Dec 24) ₹179.502 ↓ -1.13   (-0.63 %)
Net Assets (Cr) ₹61,027 on 31 Oct 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 2.23
Information Ratio 0.95
Alpha Ratio 6.45
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,157
30 Nov 21₹21,339
30 Nov 22₹24,664
30 Nov 23₹34,135
30 Nov 24₹45,838

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24

DurationReturns
1 Month 7.3%
3 Month -1.1%
6 Month 5.8%
1 Year 31.1%
3 Year 29%
5 Year 36.5%
10 Year
15 Year
Since launch 22.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.92 Yr.
Kinjal Desai25 May 186.53 Yr.

Data below for Nippon India Small Cap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials26.18%
Financial Services13.18%
Basic Materials12.06%
Consumer Cyclical11.88%
Technology9.71%
Consumer Defensive8.09%
Health Care7.17%
Communication Services1.9%
Utility1.79%
Energy1.7%
Real Estate0.59%
Asset Allocation
Asset ClassValue
Cash4.95%
Equity95.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,194 Cr6,650,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,145 Cr1,851,010
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
2%₹1,020 Cr4,472,130
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹908 Cr899,271
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹897 Cr2,499,222
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON
1%₹810 Cr512,355
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹794 Cr614,625
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹763 Cr9,100,000
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹761 Cr5,763,697
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA
1%₹752 Cr31,784,062

2. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 25.3% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (18 Dec 24) ₹114.18 ↓ -0.21   (-0.18 %)
Net Assets (Cr) ₹20,056 on 31 Oct 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 2.88
Information Ratio 1.19
Alpha Ratio 19.69
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,587
30 Nov 21₹16,512
30 Nov 22₹19,659
30 Nov 23₹25,566
30 Nov 24₹40,921

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24

DurationReturns
1 Month 11.3%
3 Month 8.3%
6 Month 22.9%
1 Year 59.4%
3 Year 37.1%
5 Year 34%
10 Year
15 Year
Since launch 25.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.17 Yr.
Niket Shah1 Jul 204.42 Yr.
Santosh Singh1 Oct 240.17 Yr.
Rakesh Shetty22 Nov 222.03 Yr.
Sunil Sawant1 Jul 240.42 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical37.33%
Technology24.3%
Industrials20.33%
Financial Services6.71%
Health Care3.21%
Basic Materials3.07%
Communication Services2.24%
Real Estate2.2%
Asset Allocation
Asset ClassValue
Cash0.61%
Equity99.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
10%₹2,281 Cr3,125,018
↑ 250,018
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹2,258 Cr2,600,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
10%₹2,210 Cr30,500,000
↑ 1,516,281
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
9%₹2,168 Cr77,500,000
↑ 45,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
8%₹1,772 Cr3,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M
6%₹1,409 Cr4,750,000
↑ 944,245
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN
6%₹1,395 Cr42,500,000
↓ -7,500,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT
5%₹1,189 Cr1,749,600
↑ 1,749,600
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | BAJAJ-AUTO
4%₹1,016 Cr1,125,000
↓ -242,958
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
4%₹829 Cr4,999,745
↓ -255

3. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 23.2% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (18 Dec 24) ₹91.2582 ↓ -0.02   (-0.03 %)
Net Assets (Cr) ₹17,306 on 30 Sep 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio 2
Information Ratio 0.27
Alpha Ratio 0.52
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,894
30 Nov 21₹19,240
30 Nov 22₹21,023
30 Nov 23₹29,366
30 Nov 24₹38,725

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24

DurationReturns
1 Month 10.2%
3 Month 2.1%
6 Month 8.6%
1 Year 32.6%
3 Year 27%
5 Year 32.4%
10 Year
15 Year
Since launch 23.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.96 Yr.
Cheenu Gupta1 Oct 231.17 Yr.
Sonal Gupta1 Oct 231.17 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials31.33%
Consumer Cyclical15.35%
Financial Services14.41%
Basic Materials12.12%
Technology8.54%
Real Estate5.16%
Health Care3.86%
Consumer Defensive3.52%
Energy1.51%
Asset Allocation
Asset ClassValue
Cash1.78%
Equity98.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹458 Cr455,400
↓ -50,000
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
3%₹441 Cr1,607,279
Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -
2%₹410 Cr281,022
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹406 Cr2,444,924
↑ 127,474
BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE
2%₹395 Cr884,500
↑ 108,253
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹387 Cr2,473,042
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 500251
2%₹383 Cr537,550
↓ -42,850
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
2%₹341 Cr2,891,084
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹337 Cr11,291,100
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON
2%₹335 Cr238,273

4. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (18 Dec 24) ₹205.062 ↓ -0.46   (-0.22 %)
Net Assets (Cr) ₹16,147 on 31 Oct 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.61
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,943
30 Nov 21₹20,662
30 Nov 22₹22,033
30 Nov 23₹29,861
30 Nov 24₹38,118

DSP BlackRock Small Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for DSP BlackRock Small Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24

DurationReturns
1 Month 8.7%
3 Month 0.6%
6 Month 13.2%
1 Year 29.2%
3 Year 23.2%
5 Year 31.7%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.2%
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1014.46 Yr.
Resham Jain16 Mar 186.72 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Oct 24

Equity Sector Allocation
SectorValue
Consumer Cyclical31.74%
Basic Materials20.49%
Industrials16.97%
Health Care8.7%
Consumer Defensive7.34%
Financial Services4.08%
Technology3.74%
Communication Services1.09%
Utility0.2%
Asset Allocation
Asset ClassValue
Cash5.67%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
4%₹569 Cr7,937,996
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹508 Cr1,746,352
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹476 Cr9,260,495
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
3%₹473 Cr6,500,000
↑ 203,304
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
3%₹431 Cr3,620,969
↑ 82,779
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹391 Cr2,500,000
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹379 Cr9,143,737
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783
2%₹375 Cr9,623,118
↓ -376,882
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 523025
2%₹360 Cr1,629,601
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
2%₹358 Cr2,254,904
↓ -86,395

5. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 23 in Small Cap category.  Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (18 Dec 24) ₹280.753 ↓ -0.60   (-0.21 %)
Net Assets (Cr) ₹17,593 on 31 Oct 24
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio 2.12
Information Ratio -0.62
Alpha Ratio 7.3
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹12,833
30 Nov 21₹22,884
30 Nov 22₹22,932
30 Nov 23₹29,052
30 Nov 24₹38,342

Kotak Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for Kotak Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Dec 24

DurationReturns
1 Month 5.8%
3 Month -1.3%
6 Month 6.8%
1 Year 29.4%
3 Year 19.3%
5 Year 31.5%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.8%
2022 -3.1%
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Harish Bihani20 Oct 231.12 Yr.

Data below for Kotak Small Cap Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Industrials33%
Consumer Cyclical20.66%
Basic Materials14.66%
Health Care13.16%
Technology3.54%
Real Estate3.51%
Financial Services3.51%
Consumer Defensive3.23%
Communication Services2.54%
Asset Allocation
Asset ClassValue
Cash2.18%
Equity97.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹583 Cr3,174,852
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE
3%₹557 Cr3,559,792
Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 532548
3%₹539 Cr6,353,571
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹489 Cr1,328,764
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹471 Cr2,518,929
↓ -97,744
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543308
3%₹441 Cr8,096,930
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 543350
2%₹439 Cr4,397,621
Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 543358
2%₹395 Cr2,596,496
Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD
2%₹387 Cr3,427,766
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | VMART
2%₹384 Cr902,098

In case of any further queries, you can contact us on 8451864111 on any working day between 9.30am to 6.30 pm or write a mail to us anytime at support@fincash.com or chat with us by logging onto our website www.fincash.com.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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