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    • Kotak Flexicap Fund (Growth)

    Formerly Kotak Standard Multicap Reg Gr

    Kotak Mutual Fund

    Kotak Flexicap Fund (Growth)

    EquityDiversified

    Top Ranked

    53.574

    NAV (Sep 23)

    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

    38,626 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

    53.574

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    56.3%
    Last 3Y
    16.8%
    Last 5Y
    14.8%
    Last 10Y
    17.7%
    Since Inception
    15%
    6 Month CAGR
    18.3%
    info-icon-blue

    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
    1.58
    Launched (12y ago)
    Sep 11, 2009
    AUM in Crores
    38625.620
    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%₹ 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.

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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

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Kotak Mahindra Asset Management Co Ltd

    Kotak Mahindra Asset Management Co Ltd manages assets worth 276,483 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

    6.1%

    7.5%

    recommended-badge

    19.1%

    %

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    5.2%

    6.1%

    top-ranked-badge

    18.6%

    %

    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
    Parag Parikh Flexi Cap fund (Growth)

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    Diversified

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    Axis Bluechip Fund (Growth)

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    Invesco India Growth Opportunities Fund (Growth)

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    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 15% 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 2021-09-23 is ₹53.57. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹38625.62. The category risk of the Kotak Flexicap Fund (G) fund is Very High Risk. The fund charges 1.58 % as expense ratio.

    Kotak Flexicap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.9% in this asset class. The top three holdings of the fund are , icici bank ltd , infosys ltd , ultratech cement ltd , hdfc bank ltd , reliance industries ltd , tata consultancy services ltd , srf ltd , larsen & toubro ltd , axis bank ltd , state bank of india , hindustan unilever ltd , bharat electronics ltd , shree cement ltd , ramco cements ltd , jindal steel & power ltd , au small finance bank ltd , cadila healthcare ltd , petronet lng ltd , interglobe aviation ltd , balkrishna industries ltd , indraprastha gas ltd , container corporation of india ltd , icici lombard general insurance co ltd , sbi cards and payment services ltd ordinary shares , jubilant foodworks ltd , hero motocorp ltd , triparty repo , thermax ltd , bharti airtel ltd , mahindra & mahindra ltd , kotak mahindra bank ltd , cipla ltd , united breweries ltd , max financial services ltd , lupin ltd , kec international ltd , mrf ltd , bata india ltd , page industries ltd , godrej consumer products ltd , bharat petroleum corp ltd , aia engineering ltd , solar industries india ltd , zomato ltd , hdfc life insurance company limited , hindalco industries ltd , bayer cropscience ltd , coromandel international ltd , beml ltd , rbl bank ltd , kotak liquid dir gr , net current assets/(liabilities)

    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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