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  • Kotak Flexicap Fund (Growth)

Formerly Kotak Standard Multicap Reg Gr

Kotak Mutual Fund

Kotak Flexicap Fund (Growth)

EquityFlexi Cap

77.742

NAV (May 23)

16.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in flexi cap mutual funds.

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 ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Equity 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

77.742

NAV (May 23)

Fund Returns

Last 1Y
38.9%
Last 3Y
18.7%
Last 5Y
16.8%
Last 10Y
16.3%
Since Inception
15%
6 Month CAGR
25.9%

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
1.49
Launched (15y ago)
Sep 11, 2009
AUM in Crores
47465.640
ISIN
INF174K01336
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.5
Standard Deviation (5yr)
18
Beta (3yr)
0.91
Beta (5yr)
0.93
Sharpe Ratio (3yr)
0.995
Sharpe Ratio (5yr)
0.636
YTM
0
Fund Managers

Harsha Upadhyaya

Fund Manager

Arjun Khanna

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 Flexicap Fund (Growth)70%11,16,384 3,83,77216.8%
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 2024-05-23

Top Stock Holdings

icici bank ltd

6.5%
6.5%

bharat electronics ltd

4.9%
4.9%

larsen & toubro ltd

4.7%
4.7%

state bank of india

4.4%
4.4%

hdfc bank ltd

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

23.6%
23.6%

industrials

19.2%
19.2%

basic materials

18.5%
18.5%

consumer cyclical

13%
13%

energy

7.2%
7.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 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 414,614 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

12.9%

8.3%

16.2%

14.5%

-

5.2%

12.9%

8.3%

12.9%

8.3%

Kotak Flexicap Fund (G) Review

Kotak Flexicap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 15% 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 5/23/2024 is ₹77.74 with the total AUM as of 5/24/2024 is ₹47465.64. 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 Nifty 500 TR INR.

Kotak Flexicap Fund (G) is rated as a 2 fund in Equity and delivered 38.9% 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 instruments 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 1.49% for regular plan.