- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Flexicap Fund (G)
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
₹ 82.568
NAV (Sep 11)
Fund Returns
Last 1Y | 32.2% |
Last 3Y | 16% |
Last 5Y | 19.5% |
Last 10Y | 15.3% |
Since Inception | 15.1% |
6 Month CAGR | 16% |
Scheme Information
The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.
Expense Ratio | 1.44 |
Launched (0y ago) | 1.44 |
AUM in Crores | 52955.6 |
ISIN | INF174K01336 |
Lock-in | |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 12.6 |
Beta | 0.9 |
Sharpe Ratio | 1 |
YTM |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Flexicap Fund (G) | 12,01,333 | 4,68,721 | 19.5% | |
| 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.
6%Bharat Electronics Ltd.
5.8%HDFC Bank Ltd.
4.8%Larsen & Toubro Ltd.
4%Ultratech Cement Ltd.
4%Allocation by Sector
Financial
22.08%Automobile
11%Capital Goods
10.24%Energy
10.16%Technology
6.97%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.752% | 13.464% | ||
13.184% | 7.967% | ||
- | 5.588% | ||
6.204% | 6.909% | ||
5.687% | 7.299% |
Kotak Flexicap Fund (G) Review
Kotak Flexicap Fund (G) is a Equity Equity fund and has delivered an annualised return of 15.128% over a period of 15 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Kotak Flexicap Fund (G) as of 9/11/2024 is ₹82.57 with the total AUM as of 9/12/2024 is ₹52955.6109. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Flexicap Fund (G) was launched on 2009-09-11. The category risk of the fund is Average.
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 Total Return Index.
Kotak Flexicap Fund (G) is rated as a 2 fund in Equity and delivered 32.244% 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 2 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 1.44% for regular plan.