How do I track the performance of my investments?

Login to www.kotaksecurities.com or the Kotak Stock Trader App.

For App: Kotak Stock Trader App: Login -> More -> Core Investments -> smallcase ->

then head over to the “Investments” section seen in the smallcase platform.

You can track the following metrics for each one of your smallcases from your “Investments”

• Index Value is an all-inclusive real time value representative of the total returns of your smallcase. It is calculated as (100 + (Total Returns / Money Put in * 100))
• Money Put in is the total amount invested since you started investing
• Total Returns is the sum of realized & current returns, shows how much profit/loss you have made till date
• Current Returns are the current profits/losses you will realize if you exit today
• Realized Returns represents the total profit/loss that you have already booked
• Current Investment is the sum of investment into each of the stocks
• Current Value is the amount you will get if you decide to exit today, it is the sum of Current Investment and Current Returns