Kotak Multi Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Cap funds is 78.51% .
The largest portfolio holding is MARUTI SUZUKI INDIA LTD with a portfolio weight of 5.01% .
The fund currently owns more than 76 stocks.
The top 10 holdings account for 34.71% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 15.11% | 2.41% |
| 2 Year Return | 56.55% | 17.24% |
| 3 Year Return | 113.07% | 47.94% |
| 4 Year Return | N/A | 65.92% |
| 5 Year Return | N/A | 78.51% |
| 6 Year Return | N/A | 116.64% |
| 7 Year Return | N/A | 149.79% |
| Expense Ratio | 0.42% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Consumer Discretionary |
5.01%
|
|
| 2 | Finance - Banks - Private Sector |
3.90%
|
|
| 3 | Information Technology |
3.77%
|
|
| 4 | Consumer Discretionary |
3.47%
|
|
| 5 | Financials |
3.45%
|
|
| 6 | Financials |
3.23%
|
|
| 7 | Communication Services |
3.11%
|
|
| 8 | Consumer Staples |
2.97%
|
|
| 9 | Financials |
2.91%
|
|
| 10 | E-Commerce/E-Retail |
2.89%
|
|
| 11 | Utilities |
2.46%
|
|
| 12 | Health Care |
2.28%
|
AMC: KOTAKMAHINDRAMF
Category: Equity • Multi Cap
Launch Date: 08 Sep 2021
Fund Manager: Mr. Devender Singhal
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 Multi 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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