• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Flexicap Fund (Growth)

Formerly Kotak Standard Multicap Reg Gr

Kotak Mutual Fund

Kotak Flexicap Fund (Growth)

EquityFlexi Cap

47.433

NAV (May 19)

9.5%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in flexi cap.

Click here to see our recommendations.

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).

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

36,464 Cr. Category leader in size

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Scripbox Recommended Flexi Cap Funds

Want the flexi cap equity funds that are right for your long term equity investment needs?

Learn more

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

47.433

NAV (May 19)

Fund Returns

Last 1Y

2.9%

Last 3Y

11%

Last 5Y

9.5%

Last 10Y

16.2%

Since Inception

13.1%

6 Month CAGR

-11.1%

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,generally focused on a few selected sectors. However,there is no assurance that the objective of the scheme will be realized.

Expense Ratio

1.55

Launched (13y ago)

Sep 11, 2009

AUM in Crores

36463.369

ISIN

INF174K01336

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Harsha Upadhyaya

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-05-19

Top Stock Holdings

icici bank ltd

9.2%
9.2%

infosys ltd

6.9%
6.9%

reliance industries ltd

6.9%
6.9%

srf ltd

5.5%
5.5%

ultratech cement ltd

5.2%
5.2%
See all holdings
allocation by market cap

Allocation by Sector

financial services

29.3%
29.3%

basic materials

19.3%
19.3%

industrials

14.4%
14.4%

technology

11.3%
11.3%

energy

8.4%
8.4%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 280,376 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.6%

    6.7%

    15.6%

    6.7%

    15.6%

    6.7%

    5%

    7.3%

    -

    19.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak Flexicap Fund (G) Review

    Kotak Flexicap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 13.1% over a period of 12 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 manager’s name is Harsha Upadhyaya.

    Nav of Kotak Flexicap Fund (G) as of 5/19/2022 is ₹47.43 with the total AUM as of 5/20/2022 is ₹36463.369. 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 3 fund in Equity and delivered 2.9% 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)?

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

    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 1.55% for regular plan.