Kotak Flexi Cap Fund - Growth Return
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Kotak Flexi Cap Fund - Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹56,392 Cr
N/A
1.48
For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%.If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
Nifty 200 Total Return
Kotak Flexi Cap Fund - Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.75 | -1.37 | 3.94 |
| 6M | 6.10 | 4.04 | 36.37 |
| 1Y | -3.04 | 4.02 | 39.64 |
| 3Y | 9.53 | 13.60 | 148.31 |
Portfolio Analysis
- Equity: 98.56%
- Debt: 1.44%
- Others
About Fund Kotak Flexi Cap Fund - Growth
Kotak Flexi Cap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹56,392 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 1.48. Under the expert guidance of Harsha Upadhyaya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Harsha Upadhyaya
Mr. Harsha Upadhyaya is A Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal ’93, Post Graduate Management (Finance) from Indian Institute of Management, Lucknow ’96 and Chartered Financial Analyst from the CFA Institute. He has 16 years of rich experience spread over Equity Research & Fund Management. His prior stints have been with companies such as DSP BlackRock Investment Managers, Prabhudas Lilladher Pvt. Ltd, SG Asia Securities, Reliance Group and UTI Asset Management Co. Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Canara Robeco Flexi Cap Fund Growth | 4 | 13,678 CR | 1.83 |
| HDFC Multi Cap Fund Growth | 3 | 20,649 CR | 1.76 |
| Kotak Flexi Cap Fund - Growth | 4 | 56,392 CR | 1.48 |
| Kotak Gold ETF Growth | 0 | 14,989 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundCanara Robeco Flexi Cap Fund Growth | -3.6359 | 30.7027 |
| This FundHDFC Multi Cap Fund Growth | -3.8072 | 31.1139 |
| This FundKotak Flexi Cap Fund - Growth | -3.0364 | 31.4047 |
| This FundKotak Gold ETF Growth | 27.4957 | 148.3118 |
Kotak Flexi Cap Fund - Growth FAQs
- 1 Month : -5.75%
- 6 Months : 6.10%
- 1 Year : -3.04%
- 3 Years : 9.53%
