- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Multicap Fund Direct Growth
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Kotak Multicap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,88,508
Wealth Gained11,21,120
Total Corpus Created (₹)
With CAGR of 16.959 % in 5 yearsHistorical NAV
₹ 17.05
NAV (Mar 12)
Fund Returns
Last 1Y | 1.1% |
Last 3Y | 23% |
Last 5Y | - |
Last 10Y | - |
Since Inception | 17% |
6 Month CAGR | -16% |
Scheme Information
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.
Expense Ratio | 0.38 % |
Launched 3Y ago | 2021-09-29 |
AUM in Crores | 14374.2 |
ISIN | INF174KA1HV3 |
Lock-in (days) | No Lock-in |
Benchmark | Nifty 500 Multicap 50:25:25 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Multicap Fund Direct (G) | 13,22,338 | 5,89,726 | 23% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Maruti Suzuki India Ltd.
6.2%HDFC Bank Ltd.
4.47%Hero Motocorp Ltd.
3.95%Oracle Financial Services Software Ltd.
3.88%Hindustan Petroleum Corporation Ltd.
3.03%
Allocation by Sector
Financial
17.55%Services
12.86%Automobile
12.85%Technology
12.82%Energy
11.51%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.4% | 6% | ||
18.3% | 14.1% | ||
17.2% | 7.7% | ||
7.2% | 7.8% | ||
7.4% | 7.1% |
Kotak Multicap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,88,508
Wealth Gained11,21,120
Total Corpus Created (₹)
With CAGR of 16.959 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Kotak Multicap Fund Direct Plan Growth?
What is the current AUM of Kotak Multicap Fund Direct Growth?
What is the latest NAV of Kotak Multicap Fund Direct Growth?
Which are the top sector holdings in Kotak Multicap Fund Direct Plan?
Which are the top stock holdings in Kotak Multicap Fund Direct Plan?
What is the asset allocation of Kotak Multicap Fund Direct Plan Growth?
What has been the performance of Kotak Multicap Fund Direct Growth returns?
Does Kotak Multicap Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Kotak Multicap Fund Direct Plan Growth?
How to invest in Kotak Multicap Fund Direct Growth?
How can I redeem my investment in Kotak Multicap Fund Direct Plan?