- Mutual Funds
- Kotak Mutual Fund
- Kotak Multicap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.765
NAV (Nov 30)
Fund Returns
Last 1Y | 26.1% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 15.5% |
6 Month CAGR | 24.1% |
Scheme Information
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization
Expense Ratio | 1.75 |
Launched (2y ago) | Sep 29, 2021 |
AUM in Crores | 6354.479 |
ISIN | INF174KA1HS9 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 Multicap 50:25:25 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Multicap Fund (Growth) | NaN | NaN | % | |
| 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
6.3%triparty repo
6.1%bank of baroda
3.8%power finance corp ltd
3.5%cash offset for derivatives
3.4%Allocation by Sector
financial services
24.2%consumer cyclical
15.4%industrials
11.8%consumer defensive
7.5%technology
7.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,531 cr | ||
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.2% | 7.4% | ||
- | 11% | ||
- | 4.2% | ||
7.2% | 7.4% | ||
7.2% | 7.4% |
Kotak Multicap Fund (G) Review
Kotak Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 15.5% over a period of 2 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Arjun Khanna, Devender Singhal, Harsha Upadhyaya.
Nav of Kotak Multicap Fund (G) as of 11/30/2023 is ₹13.77 with the total AUM as of 12/1/2023 is ₹6354.479. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Multicap Fund (G) was launched on Sep 29, 2021. The category risk of the fund is Very High Risk.
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 TR INR.
Kotak Multicap Fund (G) is rated as a 0 fund in Equity and delivered 26.1% 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 Not Reviewed Yet 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 1.75% for regular plan.