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  • Kotak Mutual Fund
  • Kotak Multicap Fund (Growth)
Kotak Mutual Fund

Kotak Multicap Fund (Growth)

EquityMulti Cap

17.131

NAV (May 29)

22.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.131

NAV (May 29)

Fund Returns

Last 1Y
56.6%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
22.5%
6 Month CAGR
27.1%

Scheme Information

Investment Objective

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
1.69
Launched (3y ago)
Sep 29, 2021
AUM in Crores
11090.221
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
Fund Managers

Arjun Khanna

Fund Manager

Devender Singhal

Fund Manager

Harsha Upadhyaya

Fund Manager

Abhishek Bisen

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Multicap Fund (Growth)70%36,65,070 29,32,45856.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-05-29

Top Stock Holdings

maruti suzuki india ltd

6.6%
6.6%

hero motocorp ltd

4.3%
4.3%

power finance corp ltd

3.1%
3.1%

hindustan unilever ltd

3.1%
3.1%

zomato ltd

2.9%
2.9%
See all holdings

Allocation by Sector

financial services

20.9%
20.9%

consumer cyclical

19.1%
19.1%

industrials

10.2%
10.2%

utilities

8.9%
8.9%

consumer defensive

8.7%
8.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,859 cr

₹ 18,691 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 414,708 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

12.4%

8.2%

16%

14.7%

-

5.2%

12.4%

8.2%

12.4%

8.2%

Kotak Multicap Fund (G) Review

Kotak Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 22.5% 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 5/29/2024 is ₹17.13 with the total AUM as of 5/30/2024 is ₹11090.221. 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 56.6% 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)?

Kotak Multicap Fund (G) is a Multi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 1.69% for regular plan.