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Kotak Flexicap Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.60 | 44.02 | 1.40 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 50.90 | 1.63 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Peers & Comparison
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Flexicap Fund | 26.18% | 14.45% | 17.08% |
| Parag Parikh Flexi Cap Fund | 29.60% | 16.20% | 20.55% |
| HDFC Flexi Cap Fund | 35.98% | 23.41% | 17.53% |
| UTI Flexi Cap Fund | 20.55% | 4.99% | 14.93% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.78 %
Holdings
6.77 %
0.78 % - HDFC Bank Ltd3M change : 0.68 %
Holdings
5.49 %
0.68 % - Bharat Electronics Ltd3M change : -0.30 %
Holdings
5.46 %
-0.30 %
AMC Profile
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,71,170.07 Cr.
Fund Manager Profile
Harsha Upadhyaya
AUM: ₹90,633.19 Cr.
|
Exp: 18yrs
Qualification
B.E, Mechancial from REC, Suratkal, PGDM from IIM, Lucknow & CFA charter conferred by the CFA Institute, USA
Past Experience
Mr. Harsha Upadhyaya, is Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and Chartered Financial Analyst from the CFA Institute. Harsha has 18 years of rich experience spread over Equity Research and Fund Management.
Funds Managed (12)
Kotak ELSS Tax Saver Fund
Kotak Equity Opp Fund
Kotak Flexicap Fund
Kotak ELSS Tax Saver Fund
Kotak Equity Opp Fund
Kotak Manufacture in India Fund
Kotak Manufacture in India Fund
Kotak Quant Fund
Kotak Quant Fund
Kotak MNC Fund
Kotak MNC Fund
Kotak Flexicap Fund
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Kotak Flexicap Fund
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Candlesticks Patterns History | Candlesticks Patterns Importance | Candlesticks Charts Benefits
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%