Kotak Flexicap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 32.33 | 16.59 | 17.28 | 13.99 |
Average Rolling Returns(%) | 18.96 | 16.80 | 15.14 | 16.69 |
The Current NAV of Kotak Flexicap Fund - Growth - Direct Plan is ₹78.90.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Kotak Flexicap Fund - Growth - Direct Plan fund’s expense ratio is 0.63%
The process for redemption is
The AUM of Kotak Flexicap Fund - Growth - Direct Plan is currently ₹45,112 Crores.
The Top three stocks are ICICI Bank, Bharat Electronics and Larsen & Toubro and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 46% of fund’s portfolio respectively.
Top three sectors of Kotak Flexicap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 49% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Flexi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Flexicap Fund - Growth - Direct Plan Fund is Equity - Flexi Cap Fund.
Harsha Upadhyaya manages the Kotak Flexicap Fund - Growth - Direct Plan Fund.
Kotak Flexicap Fund - Growth - Direct Plan current PE ratio is 35.78 and PB ratio is 5.39
The asset allocation of Kotak Flexicap Fund - Growth - Direct Plan is Stocks : 98.92%, Debt : 0.94% and Gold : 0.13%
The minimum SIP amount for Kotak Flexicap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Flexicap Fund - Growth - Direct Plan is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year