FAQ : Kotak Flexicap Fund - Growth

Kotak Flexicap Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 31.18 15.52 16.19 12.85
Average Rolling Returns(%) 17.68 16.93 15.32 15.01

The Current NAV of Kotak Flexicap Fund - Growth is ₹69.69.

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 fund’s expense ratio is 1.48%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Flexicap Fund - Growth 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 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 Fund is Equity - Flexi Cap Fund.

Harsha Upadhyaya manages the Kotak Flexicap Fund - Growth Fund.

Kotak Flexicap Fund - Growth current PE ratio is 35.78 and PB ratio is 5.39

The asset allocation of Kotak Flexicap Fund - Growth is Stocks : 98.92%, Debt : 0.94% and Gold : 0.13%

The minimum SIP amount for Kotak Flexicap Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Flexicap Fund - Growth is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year

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