Kotak Multicap Fund-Regular Plan-Growth
Category: Equity: Multi Cap
Launch Date: 29-09-2021
AUM:
₹ 11,371.74 Cr
Expense Ratio
1.68%
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 | 60.98 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | 46.93 | 22.05 | 22.49 |
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
18.278
Last change
0.09 (0.5033%)
Fund Size (AUM)
₹ 11,371.74 Cr
Performance
25.09% (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. | 6.26 |
| Hero Motocorp Ltd. | 4.69 |
| Power Finance Corporation Ltd. | 3.36 |
| Hindustan Unilever Ltd. | 3.16 |
| Zomato Ltd. | 2.99 |
| Life Insurance Corporation of India | 2.97 |
| Oracle Financial Services Software Ltd. | 2.62 |
| NTPC Ltd. | 2.59 |
| Kalpataru Projects International Ltd. | 2.38 |
| Hindustan Petroleum Corporation Ltd. | 2.36 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 19.34 |
| Automobile | 13.12 |
| Energy | 12.6 |
| Consumer Staples | 9.49 |
| Services | 8.75 |
| Technology | 6.86 |
| Materials | 5.45 |
| Healthcare | 4.95 |
| Capital Goods | 4.9 |
| Construction | 3.64 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Multicap Fund Reg Gr | 0.0 |
| HSBC Multi Cap Fund Reg Gr | 0.0 |
| ITI Multi Cap Reg Gr | 17.79 |
| Nippon India Multi Cap Gr Gr | 23.6 |
| Quant Active Fund Gr | 31.05 |
| Bank of India Multi Cap Fund Reg Gr | 0.0 |
| Axis Multicap Fund Reg Gr | 0.0 |
| HDFC Multi Cap Fund Gr | 0.0 |
| Mahindra Manulife Multi Cap Fund Reg Gr | 25.06 |
| LIC MF Multi Cap Fund Reg Gr | 0.0 |