Kotak Standard Multicap Fund Direct Growth-1.51%

5Groww
-5.47%
1 Year Return
Equity
Multi Cap
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Standard Multicap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.76%
NAV37.96 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size24,959 Cr

Fund Overview

Quick overview of Kotak Standard Multicap Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Standard Multicap Fund Direct Growth
-5.5%
9.7%
12.8%
15.6%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -5.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity7.3%
    Triparty RepoCurrent AssetsMoney Market7.1%
    Reliance Industries Ltd.EnergyEquity6.6%
    ICICI Bank Ltd. Financial ServicesEquity6.3%
    Larsen & Toubro Ltd.ConstructionEquity5.3%
    Infosys Ltd.ITEquity4.3%
    Axis Bank Ltd.Financial ServicesEquity3.8%
    Tata Consultancy Services Ltd.ITEquity3.2%
    State Bank of IndiaFinancial ServicesEquity2.7%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity2.7%
    See All

    Fund Managers

    addHarsha Upadhyaya
    Education
    Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
    Experience
    Prior to joining Kotak Mutual fund he has worked with DSP Investment Managers Ltd. and UTI AMC.
    Funds Managed

    Other Details

    Kotak Standard Multicap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Harsha Upadhyaya is the Current Fund Manager of Kotak Standard Multicap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹24,959 Cr and the Latest NAV as of 08 Jul 2019 is ₹37.96.

    The Kotak Standard Multicap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year. Same for SIP..

    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 focussed on a few selected sectors.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year. Same for SIP.
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    22 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
    Invest Now
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