Kotak Standard Multicap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Kotak Standard Multicap Fund - Growth 1.86 10.64 -0.29 1.99 6.78 11.77
NIFTY 200 2.62 10.90 -0.51 1.40 4.69 10.98
NIFTY 200 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak Standard Multicap Fund - Growth Sep 11, 2009 -0.29 1.99 6.78 1.69 27,975.82
HDFC Equity Fund - Growth Option Jan 01, 1995 Unrated -12.12 -2.46 2.74 1.80 18,495.28
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 Unrated 0.17 -0.91 6.00 1.85 10,561.60
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 -0.08 -0.28 6.04 1.94 10,175.28
UTI - Equity Fund-Growth Option Aug 01, 2005 10.27 6.14 6.72 1.74 9,749.64
Franklin India Equity Fund - Growth Sep 29, 1994 Unrated -3.47 -2.08 2.79 1.86 8,363.96

Fund Holdings as on 30-June-2020

  • Reliance Industries Ltd.

  • Triparty Repo

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Ultratech Cement Ltd.

  • Hindustan Unilever Ltd.

  • Larsen and Toubro Ltd.

  • Infosys Ltd.

  • Tata Consultancy Services Ltd.

  • AXIS Bank Ltd.

  • Petronet LNG Ltd.

  • Britannia Industries Ltd.

  • Shree Cement Ltd.

  • SRF Ltd.

  • Indraprastha Gas Ltd.

  • Kotak Mahindra Bank Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • The Ramco Cements Ltd

  • The Clearing Corporation of India Limited

  • Jubilant Foodworks Limited

  • Bharat Electronics Ltd.

  • Cadila Healthcare Ltd.

  • AU Small Finance Bank Ltd.

  • Hero MotoCorp Ltd.

  • Container Corporation of India Ltd.

  • Inter Globe Aviation Ltd

  • Godrej Consumer Products Ltd.

  • Jindal Steel & Power Ltd

  • State Bank Of India.

  • MRF Ltd.

  • Bharat Petroleum CorporationLtd.

  • SBI Life Insurance Company Ltd

  • HDFC Standard Life Insurance Company Ltd

  • United Breweries Ltd.

  • Lupin Ltd.

  • Balkrishna Industries Ltd

  • GAIL (India) Ltd.

  • Mahindra & Mahindra Ltd.

  • Bata India Ltd.

  • HDFC Ltd.

  • Thermax Ltd.

  • Net Current Assets/(Liabilities)

  • Kec International Ltd.

  • Bajaj Finserv Ltd.

  • Page Industries Ltd

  • Max Financial Services Ltd

  • AIA Engineering Limited

  • RBL Bank Ltd.

  • Bayer Crop Science Ltd

  • SBI Cards & Payment Services Pvt. Ltd.

  • Solar Industries India Limited

  • Reliance Industries Ltd.

  • BEML Limited

  • Whirlpool of India Ltd.

  • HDFC Bank Ltd.

  • Techno Electric & Engineering Company Limited

  • Arvind Fashions Limited

  • Arvind Ltd

  • Arvind Fashions Limited

  • 8.00% Britannia Industries Ltd. ( BONUS ON EQUIT)

  • Zee Entertainment Enterprises Ltd

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  • Bank - Private

  • Refineries

  • Miscellaneous

  • Cement & Construction Materials

  • IT - Software

  • Industrial Gases & Fuels

  • Household & Personal Products

  • Engineering - Construction

  • Consumer Food

  • Insurance

  • Engineering - Industrial Equipments

  • Pharmaceuticals & Drugs

  • Diversified

  • Tyres & Allied

  • Automobile Two & Three Wheelers

  • Logistics

  • Airlines

  • Steel/Sponge Iron/Pig Iron

  • Bank - Public

  • Breweries & Distilleries

  • Retailing

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Textile

  • Finance - Investment

  • Finance - Others

  • Pesticides & Agrochemicals

  • Finance - NBFC

  • Chemicals

  • Consumer Durables - Domestic Appliances

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Fund Manager

  • Education:B.E, Mechancial from REC, Suratkal, PGDM from IIM, Lucknow & CFA charter conferred by the CFA Institute, USA
  • Experience:18 Years
  • Basic Details: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.
  • Funds Managed:
  • Kotak Equity Opportunities Fund
  • Kotak Standard Multicap Fund
  • Kotak Tax Saver Fund
  • Kotak Tax Saver Fund
  • Cash

  • CRISIL AAA

  • Deposits

  • Equity

  • Preference Shares

  • Rights

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About Kotak Standard Multicap Fund

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Scheme Analysis

Kotak Standard Multicap Fund is a Equity - Multi Cap Fund fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 11-Sep-2009 and currently has an AUM of ₹27,975.82 crore. Kotak Standard Multicap Fund is benchmarked against NIFTY 200 as primary index and NIFTY 200 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Kotak Standard Multicap Fund ended down ₹-0.4(-1.18%)yesterday to ₹33.652.

Among its top 3 holdings the fund has exposure to Reliance Industries Ltd., and

The Kotak Standard Multicap Fund is managed by Harsha Upadhyaya .

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455