Kotak Flexicap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Flexicap Growth Direct Plan

NAV
₹86.6500
-0.30%
(17 Jan)
AUM
50,426 Cr
TER
0.62%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+30.2%
+26.5%
+21.8%
+19.3%
+15.4%
+15.3%
3Y
+19.1%
+23.4%
+19.3%
+21.4%
+12.8%
+12.6%
5Y
+17.6%
+24.0%
NA
+22.5%
+17.5%
+16.1%
ALL
+19.1%
+19.1%
+33.0%
+17.1%
+15.6%
+16.8%
VOL
16.9%
17.5%
16.6%
17.7%
-
16.0%
TER
0.9%
0.6%
0.5%
0.8%
-
0.6%
AUM
₹13,162 Cr
₹5,338 Cr
₹2,096 Cr
₹66,344 Cr
-
₹50,426 Cr
INFO
1.13
1.09
1.99
0.97
-
1.05
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Flexicap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
ICICI Bank Ltd
6.7%
Bharat Electronics Ltd
5.8%
HDFC Bank Ltd
5.6%
Infosys Ltd
4.2%
Larsen & Toubro Ltd
4.1%
State Bank of India
3.9%
UltraTech Cement Ltd
3.8%
Axis Bank Ltd
3.5%
Jindal Steel & Power Ltd
3.4%
Zomato Ltd
2.8%
Top industry exposure
Financial Services
24.6%
Industrials
18.4%
Basic Materials
16.9%
Consumer Cyclical
11.1%
Technology
9.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
17%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors. However, there is no assurance that the objective of the scheme will be realized.
Fund manager(s)
Harsha Upadhyaya

FAQs