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Kotak Standard Multicap Fund Direct Growth-1.26%

15.45%
1 Year Return
Equity
Multi Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Standard Multicap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.64%
NAV₹46.71 (22 Jan 2021)
Fund Started01 Jan 2013
Fund Size33,462 Cr

Fund Overview

Quick overview of Kotak Standard Multicap Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
15.4%
9.1%
16.4%
16.8%
Category Average
17.2%
6.4%
13.5%
-
Rank Within Category
43
12
12
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 15.4% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.73%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity7.5%
Infosys Ltd.TechnologyEquity6.9%
ICICI Bank Ltd.FinancialEquity6.9%
HDFC Bank Ltd.FinancialEquity6.0%
Tata Consultancy Services Ltd.TechnologyEquity5.7%
Ultratech Cement Ltd.ConstructionEquity4.8%
Hindustan Unilever Ltd.FMCGEquity3.7%
Axis Bank Ltd.FinancialEquity3.5%
Larsen & Toubro Ltd.ConstructionEquity3.5%
SRF Ltd.DiversifiedEquity3.2%
See All

Kotak Standard Multicap Fund Direct Growth Details

Kotak Standard Multicap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Harsha Upadhyaya is the Current Fund Manager of Kotak Standard Multicap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹33,462 Cr and the Latest NAV as of 22 Jan 2021 is ₹46.71.

The Kotak Standard Multicap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Investment Objective

The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
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
23 Jun 1998
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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