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Kotak Multicap Fund(IDCW)

IDCW
19.912.09% (-0.43)

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Kotak Multicap Fund(IDCW)

IDCW
EquityMulti Cap Fund
Large-size FundAssets Under Mgmt: ₹ 15,816 Cr
Very High RiskPrinciple investment will be at very high risk
19.912.09% (-0.43)

Price Chart

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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityMulti Cap Fund
Large-size FundAssets Under Mgmt: ₹ 15,816 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.3933.331.77
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2649.751.62

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 10% of investment and 1% for remaining investments on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty500 Multicap 50:25:25 - TRI

About Multi Cap Fund

Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.

Peers & Comparison

Comparing 3 mutual funds from 
EquityMulti Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Kotak Multicap Fund(IDCW)34.03%29.08%23.79%
Nippon India Multi Cap Fund(IDCW)23.21%21.84%11.10%
SBI Multicap Fund(IDCW Payout)29.86%—20.61%
HDFC Multi Cap Fund(IDCW Reinvst)20.12%24.49%22.48%

Price Comparison

Compare Kotak Multicap Fund(IDCW) with any MF, ETF, stock or index
Compare Kotak Multicap Fund(IDCW) with any MF, ETF, stock or index
Kotak Multicap Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Mutual FundsCash & EquivalentsEquity0.44%3.36%96.19%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+28 moreFour WheelersConstruction & EngineeringPublic BanksRetail - OnlineIT Services & Consulting59.23 %5.65 %6.78 %6.86 %7.37 %14.12 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 247.40%7.10%8.02%8.30%13.59%14.12%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Maruti Suzuki India Ltd
    MARUTI
    3M change : -0.38 %

    Holdings

    5.46 %

    -0.38 %
  • Hero MotoCorp Ltd
    HEROMOTOCO
    3M change : 0.69 %

    Holdings

    4.60 %

    0.69 %
  • Oracle Financial Services Software Ltd
    OFSS
    3M change : -0.09 %

    Holdings

    4.06 %

    -0.09 %

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

Devender Singhal

AUM:  ₹38,407.40 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Abhishek Bisen

AUM:  ₹1,25,204.80 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

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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Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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