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Kotak Multicap Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 10.68 0.36 % 1-D Change
Returns
7.11% p.a.
You get upto 1.67% extra returns
ET Money's Fund Report Card - Kotak Multicap Fund
Sorry! A report card for this scheme is not available because it has been in existence for less than 3 years.
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.23% As on Apr 30, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 4,240 Crs |
| Lock-in | No Lockin |
| Age | 1 yrs Since Sep 08, 2021 |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| Min. Investment |
SIP ₹ 1000 |
About Kotak Multicap Fund
Kotak Multicap Fund Direct - Growth is a Multi Cap mutual fund scheme from
Kotak Mahindra Mutual Fund
. This fund has been in existence for 1 yrs, having been launched on 08/09/2021. Kotak Multicap Fund Direct - Growth has ₹4,240 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.23%, which is less than what most other
Multi Cap
funds charge.
.....
- The fund has the majority of its money invested in Financial, Automobile, Consumer Staples, Materials, Healthcare sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
- The fund's top 5 holdings are in Maruti Suzuki India Ltd., ICICI Bank Ltd., Reliance Industries Ltd., State Bank of India, Persistent Systems Ltd..
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Investment Returns Calculator
Total investment
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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. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Apr 30, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 45.18%
Mid Cap 25.77%
Small Cap 26.5%
Other Cap 0%
Allocation by Sector
Financial 23.09%
Automobile 10.32%
Consumer Staples 10.2%
Materials 8.54%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Mutual Fund 1.32%
Repo 0.98%
Cash Margin 0.29%
Other Holdings
Others 5.32%
Kotak Liquid Plan A - Growth 1.39%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with multi cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Nippon India Multi Cap Fund | 16.4% | ||
| Kotak Multicap Fund | 15.29% | ||
| ICICI Prudential Flexicap Fund | 15.07% | ||
| HDFC Flexi Cap Fund | 13.94% | ||
| HDFC Multi Cap Fund | 13.9% | ||
| UTI Focused Equity Fund | 13.71% | ||
| Parag Parikh Flexi Cap Fund | 4.82% | ||
| Invesco India Multicap Fund | 8.33% | ||
| Quant Active Fund | 13.23% | ||
| PGIM India Flexi Cap Fund | 3.92% | ||
| Axis Flexi Cap Fund | 3.23% | ||
| Tata Flexi Cap Fund | 7.33% | ||
| Invesco India Focused 20 Equity Fund | 2.76% | ||
| Nippon India Retirement Fund - Wealth Creation Scheme | 9.08% | ||
| Canara Robeco Flexi Cap Fund | 5.98% | ||
| ICICI Prudential Multicap Fund | 10.56% |
Trailing Returns and Ranks
as on May 24, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 4.46% | 2.62% | 5 / 52 |
| 3 months | 20.14% | 16.03% | 2 / 51 |
| 6 months | 15.29% | 8.7% | 2 / 51 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Kotak Multicap Fund
EQUITY MULTI CAP
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.
- Std. Dev : -
- Alpha : -
- Beta : -
- Sharpe : -
- Sortino : -
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Abhishek Bisen
Mr. Bisen is a BA and MBA in Finance.
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
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Harsha Upadhyaya
Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.
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Devender Singhal
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Kotak Mahindra Mutual Fund
TOTAL AUM:
₹2,83,897 Crs
As on Jun 30, 2022
- Phone: 022-61152100 / 1800-22-2626
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Address: The Capital Building,
Behind ICICI Bank, G Block BKC, Bandra Kurla Complex
Bandra (E)
Mumbai, 400051
