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Kotak Multicap Fund-Regular Plan-Growth

Fund House:
Kotak Mahindra Mutual Fund
Category:
Equity: Multi Cap
Status:
Open Ended Schemes
Launch Date:
03-09-2021
ISIN Number:
INF174KA1HS9
Minimum Investment:
100
Minimum SIP:
1000
Total Assets: (29-11-2024):
15803.37
Nav (20-12-2024)
18.955
CAGR Since Inception:
22.02
Benchmark:
Nifty 500 Multicap 50:25:25 TRI
Expense Ratio (30-11-2024)::
1.65 %
Risko-Meter:
Very High
Exit Load:
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Kotak Multicap Fund-Regular Plan-Growth 32.32 32.35 27.15 0 0
LIC MF Multi Cap Fund-Regular Plan-Growth 36.16 30.61 0 0 0
Axis Multicap Fund - Regular Plan - Growth 35.37 33.05 0 0 0
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 34.83 29.85 21.01 23.91 14.68
Invesco India Multicap Fund - Growth Option 33.42 29.52 21.02 22.97 15.22
Edelweiss Multi Cap Fund - Regular Plan - Growth 32.35 0 0 0 0
HSBC Multi Cap Fund - Regular - Growth 32.17 0 0 0 0
WhiteOak Capital Multi Cap Fund Regular Plan Growth 31.76 0 0 0 0
Nippon India Multi Cap Fund-Growth Plan-Growth Option 29.88 30.66 27.49 24.29 14.91
SBI Multicap Fund- Regular Plan- Growth Option 28.81 23.19 0 0 0
Fund Manager
Abhishek Bisen, Devender Singhal, Arjun Khanna:
Scheme Objective
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Kotak Multicap Fund-Regular Plan-Growth NIFTY 50 TRI Equity: Multi Cap
CAGR since inception 22.02% 13.95% 20.20%
1 Year 32.32% 12.84% 27.33%
3 Year 27.15% 13.73% 21.31%
5 Year 0.00% 15.28% 22.39%
10 Year 0.00% 12.46% 15.41%
Nav / Index Value as on2024-12-22 15,803.37% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -0.58
Mutual Funds 0.44
Cash & Cash Equivalents 3.95
Equity 96.19
Derivatives 0.75
Company Holding
MARUTI SUZUKI INDIA LIMITED 5.46
HERO MOTOCORP LIMITED 4.6
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED 4.06
STATE BANK OF INDIA 3.98
MPHASIS LIMITED 3.11
HINDUSTAN PETROLEUM CORPORATION LIMITED 2.83
BUNDL TECHNOLOGIES PRIVATE LIMITED 2.78
ZOMATO LIMITED 2.74
HINDUSTAN UNILEVER LIMITED 2.44
POWER FINANCE CORPORATION LTD. 2.43
FAQ's of Kotak Multicap Fund-Regular Plan-Growth
How do I use the SIP Calculator to calculate Kotak Mahindra Mutual Fund ?

To calculate the Kotak Mahindra Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Kotak Multicap Fund-Regular Plan-Growth