Kotak Standard Multicap Fund - Growth - Direct

Fund Returns

NAV Rs. 41.07 0.13 %
(as on Jan. 17, 2020)
1 yr Return 16.24 %
3 yr. Return 15.07 %
5 yr. Return 11.91 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 41.07 0.13 %
(as on Jan. 17, 2020)
16.24 % 15.07 % 11.91 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Jan. 1, 2013
Fund Size Rs. 29095.76 cr.
Category Equity | Multi - Cap
Fund Manager Harsha Upadhyaya
AMC Kotak Mahindra Asset Management Company Limited
Fund Benchmark Nifty 200 Index
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 0.00
Expense Ratio 0.87 %
Exit load 1% on or before 1Y, Nil after 1Y

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 2.71 7.77 7.62 16.24 15.07 11.91
Rank Within Category 99 75 None 68 16 6

AMC Contact Information

AMC Kotak Mahindra Asset Management Company Limited
Address 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E),, Mumbai - 400 051
Email mutual@kotak.com
Website https://assetmanagement.kotak.com/

Scheme Details

Launch Date Jan. 1, 2013 Fund Size Rs. 29095.76 cr.
Category Equity | Multi - Cap Fund Manager Harsha Upadhyaya
AMC Kotak Mahindra Asset Management Company Limited Fund Benchmark Nifty 200 Index
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 0.00 0.87 % 1% on or before 1Y, Nil after 1Y

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 2.71 7.77 7.62 16.24 15.07 11.91
Rank Within Category 99 75 None 68 16 6

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Kotak Standard Multicap Fund - Growth - Direct 16.24 15.07 11.91 29,095.76
SBI Banking & Financial Services Fund - Direct Plan - Growth 24.78 22.83 - 1,291.97
Tata Banking And Financial Services Fund-Direct Plan-Growth 27.39 21.87 - 413.03
Tata Digital India Fund-Direct Plan-Growth 11.07 21.85 - 389.49
Axis Bluechip Fund - Direct Plan - Growth 23.03 21.4 11.89 9,481.19
Invesco India Financial Services Fund - Direct Plan - Growth 24.20 21.05 14.61 188.18

AMC Contact Information

AMC Kotak Mahindra Asset Management Company Limited
Address 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E),, Mumbai - 400 051
Email mutual@kotak.com
Website https://assetmanagement.kotak.com/