Kotak Multicap Fund-Regular Plan-Growth
Category: Equity: Multi Cap
Launch Date: 29-09-2021
AUM:
₹ 10,032.41 Cr
Expense Ratio
1.7%
Benchmark
Nifty 500 Multicap 50:25:25 TRI
ISIN
INF174KA1HS9
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Abhishek Bisen, Harsha Upadhyaya, Devender Singhal, Arjun Khanna
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Multicap Fund-Regular Plan-Growth | 55.88 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | 43.88 | 22.2 | 20.88 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
16.531
Last change
-0.19 (-1.1675%)
Fund Size (AUM)
₹ 10,032.41 Cr
Performance
21.41% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.
Fund Manager
Abhishek Bisen, Harsha Upadhyaya, Devender Singhal, Arjun Khanna
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Maruti Suzuki India Ltd. | 6.77 |
| Hero Motocorp Ltd. | 4.9 |
| Others | 4.62 |
| Oracle Financial Services Software Ltd. | 3.5 |
| Hindustan Unilever Ltd. | 3.48 |
| Power Finance Corporation Ltd. | 3.02 |
| Zomato Ltd. | 2.99 |
| NTPC Ltd. | 2.75 |
| Bank Of Baroda | 2.63 |
| Radico Khaitan Ltd. | 2.47 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 18.05 |
| Energy | 13.43 |
| Automobile | 12.66 |
| Consumer Staples | 9.68 |
| Services | 9.02 |
| Technology | 8.02 |
| Capital Goods | 6.04 |
| Materials | 4.75 |
| Healthcare | 4.66 |
| Construction | 3.92 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Multicap Fund Reg Gr | 0.0 |
| HSBC Multi Cap Fund Reg Gr | 0.0 |
| Nippon India Multi Cap Gr Gr | 21.84 |
| ITI Multi Cap Reg Gr | 0.0 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 23.69 |
| Quant Active Fund Gr | 29.42 |
| Bank of India Multi Cap Fund Reg Gr | 0.0 |
| Axis Multicap Fund Reg Gr | 0.0 |
| HDFC Multi Cap Fund Gr | 0.0 |
| ICICI Pru Multi Cap Gr | 18.86 |