Kotak Multicap Fund
Multi Cap Fund
Launch Date: 8 Sept 2021
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Review
Delivers good overall results with strong recent performance and lower risk, though long-term data is limited.
Kotak Multicap Fund
Multi Cap Fund
Fund Health
Returns 📈
Typically 24-26% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Kotak Multicap Fund New | — | 22% | 0% | Good |
Mahindra Manulife Multi Cap Fund | 23% | 20% | 9% | Average |
Quant Multi Cap Fund | 23% | 11% | 5% | Average |
Nifty500 Multicap Benchmark | 16% | 18% | 14% | — |
Multi Cap Fund Category Average | 18% | 18% | 12% | — |
Return
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics
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Track Record
Recent Performance
+50%
+30%
+10%
-10%
-20%
0%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Jun '22
Mar '23
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
9 months
Fund
|
10 months
Index
Average time taken to recover after a major fall
Fastest recovery
21 days|13 days
Slowest recovery
22 mth|24 mth
Details
AUM
₹2777 Cr
Expense Ratio
0.42%
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 Units issued on reinvestment of IDCW shall not be subject to entry and exit load.
Minimum Amount
N/A
Fund Manager
FM 1 Mr. Devender Singal, FM 2 Mr. Abhishek Bisen
Fund House
Kotak Mahindra Asset Management Company Limited.
Launch Date
8 Sept 2021
Age
4 years
Category
Multi Cap Fund
Benchmark
NIFTY500 MULTICAP TRI
FAQs
Is Kotak Multicap Fund a good mutual fund?
Kotak Multicap Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around —
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Good
Compared with other funds in the Multi Cap Fund category, it has delivered worse returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
* This fund is 4 years old and data is limited for different market cycles.
Should I invest in Kotak Multicap Fund?
If you're looking for a Multi Cap Fund fund, Kotak Multicap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
* This fund is 4 years old and data is limited for different market cycles.
Is Kotak Multicap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Kotak Multicap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 0% of periods.
This suggests the fund carries less risk relative to its peers.
* This fund is 4 years old and data is limited for different market cycles.
Can I lose money in Kotak Multicap Fund?
Yes.
Like all equity mutual funds, Kotak Multicap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately — of periods.
The probability generally decreases as the investment horizon increases.
* This fund is 4 years old and data is limited for different market cycles.
What returns can I expect from Kotak Multicap Fund?
Historically, investors holding Kotak Multicap Fund for 5+ years experienced:
•
Typical returns around — p.a.
•
Best represented by recent returns of — p.a.
•
Worst historical outcome of — p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
* This fund is 4 years old and data is limited for different market cycles.
How risky is Kotak Multicap Fund?
Kotak Multicap Fund has a Very Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 0%
•
Average fall during major market declines: 13%
•
Average recovery time: 9 months
* This fund is 4 years old and data is limited for different market cycles.
How does Kotak Multicap Fund perform during market crashes?
During major market declines, Kotak Multicap Fund has historically fallen around 13% compared with 16% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
* This fund is 4 years old and data is limited for different market cycles.
How long does Kotak Multicap Fund take to recover after a fall?
Historically, Kotak Multicap Fund has taken around 9 months to recover from major market declines.
The benchmark recovered in approximately 10 months.
Faster recovery times generally indicate stronger resilience during market corrections.
* This fund is 4 years old and data is limited for different market cycles.
Who should invest in Kotak Multicap Fund?
Kotak Multicap Fund may be suitable for investors who:
•
Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Multi Cap Fund funds
Who should avoid Kotak Multicap Fund?
This fund may not be suitable for investors who:
•
Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Kotak Multicap Fund suitable for SIP investing?
Kotak Multicap Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Kotak Multicap Fund earns less than a fixed deposit?
Historically, investors holding Kotak Multicap Fund for 3 years earned less than FD returns in approximately 0% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
* This fund is 4 years old and data is limited for different market cycles.
How consistent is Kotak Multicap Fund?
Kotak Multicap Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 62%
•
Bottom performer: 9%
* This fund is 4 years old and data is limited for different market cycles.
Is the extra return from Kotak Multicap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Kotak Multicap Fund delivered Good risk-adjusted returns compared with similar funds.
* This fund is 4 years old and data is limited for different market cycles.
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