- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Multicap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.1
NAV (Oct 1)
Fund Returns
Last 1Y | 52.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 26.1% |
6 Month CAGR | 21.5% |
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 | 1.65 |
Launched (0y ago) | 1.65 |
AUM in Crores | 14541.2 |
ISIN | INF174KA1HS9 |
Lock-in | - |
Benchmark | Nifty 500 Multicap 50:25:25 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Multicap Fund (G) | 32,42,440 | 25,09,828 | 52.8% | |
| 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.
4.5%Hero Motocorp Ltd.
4%Oracle Financial Services Software Ltd.
3.9%Hindustan Petroleum Corporation Ltd.
3%Allocation by Sector
Financial
22.48%Automobile
12.95%Energy
11.54%Services
10.5%Technology
10.32%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.68% | 15.189% | ||
15.739% | 8.367% | ||
- | 5.702% | ||
6.233% | 6.898% | ||
5.867% | 7.316% |
Kotak Multicap Fund (G) Review
Kotak Multicap Fund (G) is a Equity Equity fund and has delivered an annualised return of 26.122% over a period of 3 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Abhishek Bisen, Arjun Khanna, Devender Singhal, Harsha Upadhyaya.
Nav of Kotak Multicap Fund (G) as of 10/1/2024 is ₹20.10 with the total AUM as of 10/3/2024 is ₹14541.2072. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Multicap Fund (G) was launched on 2021-09-29. The category risk of the fund is null.
The minimum SIP amount for Kotak Multicap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak Multicap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 Multicap 50:25:25 Total Return Index.
Kotak Multicap Fund (G) is rated as a null fund in Equity and delivered 52.831% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Multicap Fund (G).
Frequently Asked Questions
What is Kotak Multicap Fund (G)?
How to invest in Kotak Multicap Fund (G)?
You can invest in Kotak Multicap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Multicap Fund (G)?
The minimum sip amount for Kotak Multicap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Multicap Fund (G) good to invest in?
As per Scripbox experts, Kotak Multicap Fund (G) is a fund. You can investKotak Multicap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Multicap Fund (G)?
The expense ratio of the Kotak Multicap Fund (G) is 1.65% for regular plan.