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RatingReturns 1YRisk
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9%
Moderately High
Min SIP AmountExpense RatioFund Size
500
2.2%
₹ 17041Cr
SIP Calculator - Min ₹500 / Month
per month invested in this mutual fund for the last
would be worth ₹ 6,244 with returns of 9% per annum.
Trailing Returns
Sip Returns

Performance

reply_allReturns1Y3Y5YMeanStd DevSharpe
Kotak Standard Multi Cap Fund9.00%12.81% p.a.20.20% p.a.13.77%13.18%0.57
Nifty 50012.45%9.57% p.a.14.24% p.a.11.06%13.56%0.35
assessmentComparisonReturn 1YMin SIP InvestmentMin InvestmentFund Size (Cr)Rating
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Pros

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Cons

1. Risk is lower compared to the benchmark
2. Lower expense ratio
3. 5Y Returns are higher than the benchmark
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

Holding Analysis

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Top 10 Holdings

Sector expand_more
Instrument expand_more
Rating / Size expand_more
Value (Cr) expand_more
% Assetsexpand_more
HDFC Bank Ltd.
Financial Services
Equity
Large Cap
1399.90
7.28%
Larsen & Toubro Ltd.
Construction
Equity
Large Cap
1050.67
5.46%
Reliance Industries Ltd.
Energy
Equity
Large Cap
963.30
5.01%
Housing Development Finance Corporation Ltd.
Financial Services
Equity
Large Cap
902.05
4.69%
CBLO(CCIL)
Current Assets
Money Market
--
732.65
3.81%
ICICI Bank Ltd.
Financial Services
Equity
Large Cap
710.50
3.70%
Infosys Ltd.
IT
Equity
Large Cap
695.71
3.62%
Hero MotoCorp Ltd.
Automobile
Equity
Large Cap
615.82
3.20%
IndusInd Bank Ltd.
Financial Services
Equity
Large Cap
607.13
3.16%
ITC Ltd.
Consumer Goods
Equity
Large Cap
548.83
2.85%
SHOW ALL
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Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone:
022 - 66384444
Launch Date:
23 Jun 1998
Email:
fundaccops@kotakmutual.com
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Other Mutual Funds in Equity - Multi Cap Category

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Details about Kotak Standard Multi Cap Fund

Plan Type

Regular

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 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.

Net Asset Value (NAV)

₹32.616 (25-May-2018)

Scheme Information Document (SID)

Click here to read all scheme information documents on AMC website

Other plans of Kotak Standard Multi Cap Fund

₹ 5000Min for first investment2.20%Expense Ratio
₹ 1000Min for second investment onwards₹ 500Min SIP amount
Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund

Asset Management Company
Harsha UpadhyayaFund ManagerIf redeemed bet. 0 Year to 1 Year; Exit Load is 1%;Exit Load