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Kotak Multicap Fund-Regular Plan-Growth

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Category: Equity: Multi Cap
Launch Date: 29-09-2021
Asset Class:
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 1.76% As on (30-09-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 6,354.48 Cr As on (31-10-2023)
Turn over: 68.58
NAV as on 28-11-2023

13.512

0.1 (0.7179%)

CAGR Since Inception

15.01%

Nifty 500 Multicap 50:25:25 TRI 15.89%

PERFORMANCE of Kotak Multicap Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 28-11-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Multicap Fund-Regular Plan-Growth 24.72 - - - 15.01
NIFTY500 MULTICAP 50:25:25 TRI 20.33 23.93 18.07 17.75 15.89
Equity: Multi Cap 20.69 24.83 18.49 17.93 16.37

Yearly Performance (%)

Nav Movement

Fund Managers

Abhishek Bisen, Harsha Upadhyaya, Devender Singhal, Arjun Khanna

Investment Objective

The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.

RETURNS CALCULATOR for Kotak Multicap Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Multicap Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Multicap Fund-Regular Plan-Growth 15.75 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Kotak Multicap Fund-Regular Plan-Growth

Compare SIP Compare Lumpsum
Period
Data as on - 28-11-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 24.72 18.86 0.0 0.0 0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 27.03 22.23 33.23 18.36 17.56
HDFC Multi Cap Fund - Growth Option 10-12-2021 26.83 0.0 0.0 0.0 0.0
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 23.99 13.02 18.17 0.0 0.0
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 23.31 0.0 0.0 0.0 0.0
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 22.84 14.14 27.17 21.29 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 21.75 15.18 24.07 15.97 16.82
Invesco India Multicap Fund - Growth Option 17-03-2008 20.58 11.36 21.85 16.37 18.26
LIC MF Multi Cap Fund-Regular Growth 31-10-2022 20.57 0.0 0.0 0.0 0.0
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 18.93 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Kotak Multicap Fund-Regular Plan-Growth

Asset Allocation (%)