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  • Kotak Mutual Fund
  • Kotak Flexicap Fund (Growth)

Formerly Kotak Standard Multicap Reg Gr

Kotak Mutual Fund

Kotak Flexicap Fund (Growth)

EquityFlexi Cap

56.295

NAV (Dec 02)

11.7%
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

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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

56.295

NAV (Dec 2)

Fund Returns

Last 1Y

10%

Last 3Y

14.8%

Last 5Y

11.7%

Last 10Y

16%

Since Inception

14%

6 Month CAGR

14%

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

1.58

Launched (13y ago)

Sep 11, 2009

AUM in Crores

37766.264

ISIN

INF174K01336

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.6

Standard Deviation (5yr)

18.7

Beta (3yr)

0.94

Beta (5yr)

0.94

Sharpe Ratio (3yr)

0.554

Sharpe Ratio (5yr)

0.409

YTM

0

Fund Managers

Harsha Upadhyaya

Fund Manager

Arjun Khanna

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 2022-12-02

Top Stock Holdings

icici bank ltd

9.7%
9.7%

reliance industries ltd

6%
6%

infosys ltd

5.8%
5.8%

srf ltd

5.3%
5.3%

state bank of india

5%
5%
See all holdings

Allocation by Sector

financial services

29.7%
29.7%

basic materials

18.3%
18.3%

industrials

15.8%
15.8%

consumer cyclical

9.8%
9.8%

technology

8.5%
8.5%
See all sectors

Compare Kotak Flexicap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 290,015 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,171 debt and 19 hybrid funds.

amc-img

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

    10.5%

    6.7%

    -

    -1.1%

    10.5%

    6.7%

    10.5%

    6.7%

    4.5%

    7.2%

    Kotak Flexicap Fund (G) Review

    Kotak Flexicap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 14% over a period of 13 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 12/2/2022 is ₹56.30 with the total AUM as of 12/3/2022 is ₹37766.264. 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 10% 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 1.58% for regular plan.