Kotak Standard Multicap Fund - Growth - Regular Plan

Other Plans and Options
  • 0.07 %Nav, as on 27-03-2020

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  • Net Change on 27-03-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 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 -27.56 -27.88 -23.15 -1.89 3.69 9.82
NIFTY 200 -26.29 -29.32 -25.67 -3.10 0.52 9.61
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 -23.15 -1.89 3.69 1.66 29,459.53
HDFC Equity Fund - Growth Option Jan 01, 1995 -33.35 -5.92 -0.44 1.80 21,417.41
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 -22.01 -3.94 3.51 1.80 12,371.55
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 -23.71 -3.89 2.86 1.78 11,582.16
UTI - Equity Fund-Growth Option Aug 01, 2005 -16.59 1.33 3.21 1.81 10,499.23
Franklin India Equity Fund - Growth Sep 29, 1994 -29.75 -6.77 -0.84 1.82 10,102.83

Fund Holdings as on 29-February-2020

  • Triparty Repo

  • ICICI Bank Ltd.

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • AXIS Bank Ltd.

  • Larsen and Toubro Ltd.

  • Ultratech Cement Ltd.

  • Infosys Ltd.

  • Tata Consultancy Services Ltd.

  • AU Small Finance Bank Ltd.

  • Petronet LNG Ltd.

  • SRF Ltd.

  • Kotak Mahindra Bank Ltd.

  • Indraprastha Gas Ltd.

  • Shree Cement Ltd.

  • Hindustan Unilever Ltd.

  • The Ramco Cements Ltd

  • State Bank Of India.

  • ICICI Lombard General Insurance Company Ltd

  • Jubilant Foodworks Limited

  • Bajaj Finance Ltd.

  • Inter Globe Aviation Ltd

  • Container Corporation of India Ltd.

  • Bharat Electronics Ltd.

  • Britannia Industries Ltd.

  • Jindal Steel & Power Ltd

  • Bharat Petroleum Corporation Ltd.

  • MRF Ltd.

  • United Breweries Ltd.

  • Bajaj Finserv Ltd.

  • Cadila Healthcare Ltd.

  • Bata India Ltd.

  • SBI Life Insurance Company Ltd

  • HDFC Ltd.

  • Hero MotoCorp Ltd.

  • RBL Bank Ltd.

  • Godrej Consumer Products Ltd.

  • HDFC Standard Life Insurance Company Ltd

  • GAIL (India) Ltd.

  • Kec International Ltd.

  • Thermax Ltd.

  • HDFC Bank Ltd.

  • Mahindra & Mahindra Ltd.

  • Balkrishna Industries Ltd

  • Lupin Ltd.

  • AIA Engineering Limited

  • IndusInd Bank Ltd.

  • Max Financial Services Ltd

  • Net Current Assets/(Liabilities)

  • Solar Industries India Limited

  • Bayer Crop Science Ltd

  • Century Textiles & Industries Ltd.

  • BEML Limited

  • Whirlpool of India Ltd.

  • Techno Electric & Engineering Company Limited

  • Arvind Fashions Limited

  • Arvind Ltd

  • Britannia Industries Ltd. ( BONUS ON EQUIT)

  • Zee Entertainment Enterprises Ltd

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  • Bank - Private

  • Miscellaneous

  • Cement & Construction Materials

  • Refineries

  • IT - Software

  • Industrial Gases & Fuels

  • Engineering - Construction

  • Insurance

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Consumer Food

  • Diversified

  • Bank - Public

  • Tyres & Allied

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Airlines

  • Logistics

  • Retailing

  • Steel/Sponge Iron/Pig Iron

  • Breweries & Distilleries

  • Finance - Investment

  • Finance - Housing

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Finance - Others

  • Chemicals

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Textile

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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 ₹29,459.53 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 ₹0.02(0.07%)yesterday to ₹26.872.

Among its top 3 holdings the fund has exposure to Triparty Repo, 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

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

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