- Mutual Funds
- Kotak Mutual Fund
- Kotak Flexicap Fund (Growth)
Formerly Kotak Standard Multicap Reg Gr
Flexi cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 65.52
NAV (Dec 7)
Fund Returns
Last 1Y | 16.9% |
Last 3Y | 17.2% |
Last 5Y | 15.1% |
Last 10Y | 16.9% |
Since Inception | 14.1% |
6 Month CAGR | 13.8% |
Scheme Information
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities,generally focused on a few selected sectors. However,there is no assurance that the objective of the scheme will be realized.
Expense Ratio | 1.53 |
Launched (14y ago) | Sep 11, 2009 |
AUM in Crores | 39269.211 |
ISIN | INF174K01336 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.5 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.93 |
Sharpe Ratio (3yr) | 0.916 |
Sharpe Ratio (5yr) | 0.533 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Flexicap Fund (Growth) | 10,67,286 | 3,34,674 | 15.1% | |
| 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
icici bank ltd
7.7%larsen & toubro ltd
5.1%ultratech cement ltd
5%infosys ltd
4.8%axis bank ltd
4.6%Allocation by Sector
financial services
26.8%basic materials
18.5%industrials
18.1%consumer cyclical
12.9%technology
7.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,816 cr | ||
₹ 9,101 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.9% | 7.4% | ||
- | 10.5% | ||
- | 4.3% | ||
6.9% | 7.4% | ||
6.9% | 7.4% |
Kotak Flexicap Fund (G) Review
Kotak Flexicap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 14.1% over a period of 14 years. The fund was previously known as Kotak Standard Multicap Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Arjun Khanna, Harsha Upadhyaya.
Nav of Kotak Flexicap Fund (G) as of 12/7/2023 is ₹65.52 with the total AUM as of 12/8/2023 is ₹39269.211. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Flexicap Fund (G) was launched on Sep 11, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for Kotak Flexicap 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 Flexicap 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 IISL Nifty 500 TR INR.
Kotak Flexicap Fund (G) is rated as a 2 fund in Equity and delivered 16.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Flexicap Fund (G).
Frequently Asked Questions
What is Kotak Flexicap Fund (G)?
How to invest in Kotak Flexicap Fund (G)?
You can invest in Kotak Flexicap 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 Flexicap Fund (G)?
The minimum sip amount for Kotak Flexicap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Flexicap Fund (G) good to invest in?
As per Scripbox experts, Kotak Flexicap Fund (G) is a Neutral fund. You can investKotak Flexicap 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 Flexicap Fund (G)?
The expense ratio of the Kotak Flexicap Fund (G) is 1.53% for regular plan.