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.
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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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
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