Kotak Flexi Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Flexi Cap funds is 66.68% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -0.24% | -1.16% |
| 2 Year Return | 34.92% | 12.01% |
| 3 Year Return | 72.70% | 35.81% |
| 4 Year Return | 116.84% | 52.38% |
| 5 Year Return | 109.88% | 66.68% |
| 6 Year Return | 128.05% | 109.08% |
| 7 Year Return | 183.48% | 129.34% |
| Expense Ratio | 0.52% | - |
AMC: KOTAKMAHINDRAMF
Category: Equity • Flexi Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Harsha Upadhyaya
Minimum Purchase: ₹100
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.
Lock-in: 1
Risk: Moderate Risk
Kotak Flexi Cap Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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