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  • Kotak Flexicap Fund (Growth)

Formerly Kotak Standard Multicap Reg Gr

Kotak Mutual Fund

Kotak Flexicap Fund (Growth)

EquityDiversified

Top Ranked

53.82

NAV (Oct 25)

14.8%
5 Year CAGR
Scripbox Opinion

Top Ranked

Kotak Flexicap Fund (Growth) is a good choice within diversified mutual funds.

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified 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

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

Relative Size

38,609 Cr. Category leader in size

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

53.82

NAV (Oct 25)

Fund Returns

Last 1Y
48.2%
Last 3Y
20.9%
Last 5Y
14.8%
Last 10Y
17.4%
Since Inception
14.9%
6 Month CAGR
22.3%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.57
Launched (12y ago)
Sep 11, 2009
AUM in Crores
38608.871
ISIN
INF174K01336
Lock-in
No Lock-in
Benchmark
IISL Nifty 200 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Harsha Upadhyaya

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 281,432 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,164 debt and 26 hybrid funds.

amc-img

  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    6%

    7.4%

    recommended-badge

    24.2%

    %

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    5%

    6.1%

    top-ranked-badge

    23.7%

    %

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Kotak Flexicap Fund (G)

    About Kotak Flexicap Fund (G)

    Kotak Flexicap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 14.9% 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

    Kotak Flexicap Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Kotak Flexicap Fund (G) NAV,AUM,Risk

    The Kotak Flexicap Fund (G) fund was launched on Sep 11, 2009. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-25 is ₹53.82. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹38608.871. The category risk of the Kotak Flexicap Fund (G) fund is Very High Risk. The fund charges 1.57 % as expense ratio.

    Kotak Flexicap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.8% in this asset class. The top three holdings of the fund are , icici bank ltd , infosys ltd , reliance industries ltd , hdfc bank ltd , ultratech cement ltd , srf ltd , tata consultancy services ltd , larsen & toubro ltd , axis bank ltd , state bank of india , bharat electronics ltd , hindustan unilever ltd , jindal steel & power ltd , au small finance bank ltd , ramco cements ltd , petronet lng ltd , cadila healthcare ltd , shree cement ltd , interglobe aviation ltd , balkrishna industries ltd , icici lombard general insurance co ltd , bajaj finance ltd , jubilant foodworks ltd , container corporation of india ltd , kotak mahindra bank ltd , indraprastha gas ltd , thermax ltd , bharti airtel ltd , triparty repo , sbi cards and payment services ltd ordinary shares , hero motocorp ltd , cipla ltd , mahindra & mahindra ltd , mrf ltd , bata india ltd , kec international ltd , united breweries ltd , max financial services ltd , godrej consumer products ltd , hindalco industries ltd , solar industries india ltd , bharat petroleum corp ltd , lupin ltd , aia engineering ltd , zomato ltd , bayer cropscience ltd , rbl bank ltd , page industries ltd , beml ltd , coromandel international ltd , hdfc life insurance company limited , kotak liquid dir gr

    Kotak Flexicap Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Kotak Flexicap Fund (G) Investment volatility and Horizon

    This fund 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 200 TR INR

    Kotak Flexicap Fund (G) Review

    Kotak Flexicap Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Flexicap Fund (G) has a score of 5 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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