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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹56,853 Cr
Lock In Period
N/A
Expense Ratio
1.43
Benchmark
Nifty 200 Total Return
Exit Load
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.
Summary
Latest details for Kotak Flexicap Fund - Growth include a ₹78.325 NAV as of Apr 01,2026 and returns since inception of 44.54%. Minimum investments start at SIP ₹100. The Kotak Flexicap Fund - Growth AUM is ₹56,853 Cr, with a lock-in of N/A years, expense ratio of 1.43%, and benchmark Nifty 200 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -12.01% returns, against a category average of -2.35% and a category best of 3.94%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -12.01 | -2.35 | 3.94 |
| 6M | -8.61 | 0.51 | 27.07 |
| 1Y | -0.96 | 4.31 | 60.45 |
| 3Y | 13.06 | 13.12 | 138.83 |
Portfolio Analysis
- Equity: 98.23%
- Debt: 1.77%
- Others
As on: 2026-02-28
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About Fund
Kotak Flexicap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹56,853 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 1.43. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Flexi Cap Fund Growth | 2 | 3698.92 CR | 1.89 |
| This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth | 0 | 422.27 CR | 2.41 |
| This FundKotak Flexicap Fund - Growth | 4 | 56853.23 CR | 1.43 |
| This FundKotak Gold ETF Growth | 0 | 15574.49 CR | 0.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Flexi Cap Fund Growth | -3.1422 | 44.1512 |
| This FundAditya Birla Sun Life Retirement Fund - The 30s Plan Growth | 2.1923 | 44.4163 |
| This FundKotak Flexicap Fund - Growth | -0.959 | 44.5383 |
| This FundKotak Gold ETF Growth | 60.45 | 138.8274 |
FAQs
Kotak Flexicap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Flexicap Fund - Growth is 1.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Flexicap Fund - Growth’s fund performance is as follows:
- 1 Month : -12.01%
- 6 Months : -8.61%
- 1 Year : -0.96%
- 3 Years : 13.06%
You can invest in Kotak Flexicap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Flexicap Fund - Growth is ₹56,853 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Flexicap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500