Kotak Flexicap Fund - Growth

(Erstwhile Kotak Standard Multicap Fund - Growth)
Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Flexi Cap
Launch Date: 05-09-2009
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.44% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 53,293.04 Cr As on 31-07-2025(Source:AMFI)
Turn over: 23.18% | 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

83.548

14.22%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 0 Months
11 Years 3 Months
11 Years 11 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 focused on a few selected sectors. However, there is no assurance that the objective of the scheme will be realized

Current Asset Allocation (%)

Indicators

Standard Deviation 12.89
Sharpe Ratio 0.92
Alpha 1.21
Beta 0.93
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Flexicap Fund - Growth 05-09-2009 0.86 17.83 16.22 18.65 14.08
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 6.2 23.46 22.28 26.96 16.28
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 6.08 22.1 20.19 21.71 17.99
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 4.62 28.51 22.78 18.81 13.68
Invesco India Flexi Cap Fund - Growth 05-02-2022 4.44 26.26 22.83 - -
Helios Flexi Cap Fund - Regular Plan - Growth Option 13-11-2023 3.07 - - - -
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 2.65 19.53 18.94 - -
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 1.88 16.75 15.19 16.97 -
UTI - Flexi Cap Fund-Growth Option 05-08-2005 1.83 13.61 10.31 15.68 12.67
Sundaram Flexicap Fund Regular Growth 06-09-2022 1.82 15.78 - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.32%

Others

2.21%

Large Cap

73.77%

Mid Cap

18.7%

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