Kotak Standard Multicap Fund - Growth - Regular Plan

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  • Net Change on 03-12-2020

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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  • 52 Week High Nav Date

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 11.51 13.48 8.07 7.25 11.90 13.14
NIFTY 200 12.05 14.21 10.63 7.09 10.45 12.02
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 8.07 7.25 11.90 1.64 29,807.21
HDFC Equity Fund - Growth Option Jan 01, 1995 Unrated 1.76 2.46 8.57 1.87 18,446.25
UTI - Equity Fund-Growth Option Aug 01, 2005 24.95 13.95 13.33 1.81 11,917.47
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 Unrated 7.29 2.97 10.34 1.82 11,014.65
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 12.24 6.36 12.24 1.91 10,980.45
SBI Magnum Multicap Fund - REGULAR PLAN -Growth Option Sep 16, 2005 10.21 5.93 11.15 1.79 8,956.84

Fund Holdings as on 31-October-2020

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • Tata Consultancy Services Ltd.

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Ultratech Cement Ltd.

  • Hindustan Unilever Ltd.

  • AXIS Bank Ltd.

  • Larsen and Toubro Ltd.

  • SRF Ltd.

  • Petronet LNG Ltd.

  • Britannia Industries Ltd.

  • The Ramco Cements Ltd

  • Shree Cement Ltd.

  • Kotak Mahindra Bank Ltd.

  • Indraprastha Gas Ltd.

  • Jubilant Foodworks Limited

  • AU Small Finance Bank Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • Cadila Healthcare Ltd.

  • Inter Globe Aviation Ltd

  • Bharat Electronics Ltd.

  • Balkrishna Industries Ltd

  • Jindal Steel & Power Ltd

  • Hero MotoCorp Ltd.

  • Triparty Repo

  • SBI Cards & Payment Services Pvt. Ltd.

  • Godrej Consumer Products Ltd.

  • Container Corporation of India Ltd.

  • State Bank Of India.

  • MRF Ltd.

  • Lupin Ltd.

  • Bharat Petroleum Corporation Ltd.

  • HDFC Life Insurance Company Ltd

  • Mahindra & Mahindra Ltd.

  • SBI Life Insurance Company Ltd

  • United Breweries Ltd.

  • Kec International Ltd.

  • Bata India Ltd.

  • Thermax Ltd.

  • Page Industries Ltd

  • Bajaj Finserv Ltd.

  • Max Financial Services Ltd

  • AIA Engineering Limited

  • RBL Bank Ltd.

  • Bayer Crop Science Ltd

  • Solar Industries India Limited

  • Reliance Industries Ltd.

  • Whirlpool of India Ltd.

  • BEML Limited

  • Kotak Liquid Fund Direct Plan Growth

  • Arvind Fashions Limited

  • Britannia Industries Ltd. ( BONUS ON EQUIT)

  • Zee Entertainment Enterprises Ltd

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Cement & Construction Materials

  • Household & Personal Products

  • Industrial Gases & Fuels

  • Consumer Food

  • Engineering - Construction

  • Insurance

  • Engineering - Industrial Equipments

  • Diversified

  • Pharmaceuticals & Drugs

  • Tyres & Allied

  • Airlines

  • Automobile Two & Three Wheelers

  • Steel/Sponge Iron/Pig Iron

  • Finance - NBFC

  • Logistics

  • Bank - Public

  • Miscellaneous

  • Automobiles - Passenger Cars

  • Breweries & Distilleries

  • Retailing

  • Textile

  • Finance - Investment

  • Finance - Others

  • Pesticides & Agrochemicals

  • 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

  • Equity

  • MFU

  • Preference Shares

  • Rights

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About Kotak Standard Multicap Fund

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 ₹29,807.21 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 up ₹0.04(0.1%)yesterday to ₹40.045.

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