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Kotak Flexicap Fund

Growth

EquityFlexi Cap Fund

Large-size FundAssets Under Mgmt: ₹ 51,275 Cr

Very High RiskPrinciple investment will be at very high risk

89.551.55% (-1.41)

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EquityFlexi Cap Fund

Large-size FundAssets Under Mgmt: ₹ 51,275 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.61	37.82	1.09

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.23	47.13	1.35

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	0 yrs	1.00% Nil upto 10% of investment and 1% for remaining investment on or before 1Y Nil after 1Y

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 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

Comparing 3 mutual funds from
EquityFlexi Cap Fund

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Kotak Flexicap Fund	21.99%	18.06%	17.20%
Parag Parikh Flexi Cap Fund	26.09%	18.36%	20.54%
HDFC Flexi Cap Fund	27.13%	26.44%	17.47%
UTI Flexi Cap Fund	18.74%	8.69%	15.05%

Price Comparison

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Kotak Flexicap Fund

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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
₹ 4,74,047.59 Cr.

Fund Manager Profile

Harsha Upadhyaya

AUM: ₹88,866.58 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.

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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