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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 ₹78.201 NAV as of Apr 02,2026 and returns since inception of 47.51%. 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 -9.06% returns, against a category average of -2.25% and a category best of 3.94%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -9.06 | -2.25 | 3.94 |
| 6M | -7.29 | 0.21 | 25.87 |
| 1Y | 1.87 | 3.97 | 58.92 |
| 3Y | 13.83 | 12.50 | 137.79 |
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 FundBandhan Flexi Cap Fund Growth | 2 | 7427.24 CR | 1.86 |
| This FundTata Flexi Cap Fund Growth | 2 | 3698.92 CR | 1.89 |
| 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 FundBandhan Flexi Cap Fund Growth | 0.0931 | 45.8487 |
| This FundTata Flexi Cap Fund Growth | -1.5021 | 46.3266 |
| This FundKotak Flexicap Fund - Growth | 1.868 | 47.5073 |
| This FundKotak Gold ETF Growth | 58.9189 | 137.7875 |
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 : -9.06%
- 6 Months : -7.29%
- 1 Year : 1.87%
- 3 Years : 13.83%
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