Kotak Standard Multicap Fund - Growth - Regular Plan

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  • 0.26 %Nav, as on 16-10-2019

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  • Net Change on 16-10-2019

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    Kotak Standard Multicap Fund - Growth - Regular Plan 5 PersonalFN

  • 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 2.41 -1.07 11.09 9.44 12.26 13.25
NIFTY 200 2.48 -2.01 5.99 8.25 7.92 11.85
NIFTY 200 - TRI 0.33 2.28 0.11 14.67 15.14 13.80
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54

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 11.09 9.44 12.26 1.72 26,991.22
HDFC Equity Fund - Growth Option Jan 01, 1995 5.25 7.67 7.46 1.71 22,490.76
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 10.01 8.30 14.34 1.75 13,234.67
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 5.59 5.85 10.73 1.94 11,246.99
Franklin India Equity Fund - Growth Sep 29, 1994 1.81 4.67 8.51 1.80 10,761.97
Nippon India Multi Cap Fund-Growth Plan-Growth Option Mar 28, 2005 4.82 6.67 6.66 1.84 10,020.77

Fund Holdings as on 30-September-2019

  • Triparty Repo

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Larsen and Toubro Ltd.

  • AXIS Bank Ltd.

  • Infosys Ltd.

  • Tata Consultancy Services Ltd.

  • Ultratech Cement Ltd.

  • Petronet LNG Ltd.

  • Kotak Mahindra Bank Ltd.

  • State Bank Of India.

  • Inter Globe Aviation Ltd

  • Indraprastha Gas Ltd.

  • The Ramco Cements Ltd

  • SRF Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • AU Small Finance Bank Ltd.

  • IndusInd Bank Ltd.

  • Bharat Electronics Ltd.

  • Shree Cement Ltd.

  • ITC Ltd.

  • Hero MotoCorp Ltd.

  • Container Corporation of India Ltd.

  • Bajaj Finance Ltd.

  • Britannia Industries Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Godrej Consumer Products Ltd.

  • GAIL (India) Ltd.

  • Bata India Ltd.

  • HDFC Standard Life Insurance Company Ltd

  • RBL Bank Ltd.

  • HDFC Ltd.

  • Mahindra & Mahindra Ltd.

  • MRF Ltd.

  • Jubilant Foodworks Limited

  • Cadila Healthcare Ltd.

  • Bajaj Finserv Ltd.

  • SBI Life Insurance Company Ltd

  • Lupin Ltd.

  • Kec International Ltd.

  • HDFC Bank Ltd.

  • Jindal Steel & Power Ltd

  • Century Textiles & Industries Ltd.

  • AIA Engineering Limited

  • Max Financial Services Ltd

  • Solar Industries India Limited

  • BEML Limited

  • Bayer Crop Science Ltd

  • Whirlpool of India Ltd.

  • Techno Electric & Engineering Company Limited

  • Arvind Fashions Limited

  • Arvind Ltd

  • Britannia Industries Ltd. ( BONUS ON EQUIT)

  • Zee Entertainment Enterprises Ltd

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Miscellaneous

  • Refineries

  • IT - Software

  • Cement & Construction Materials

  • Engineering - Construction

  • Industrial Gases & Fuels

  • Insurance

  • Engineering - Industrial Equipments

  • Diversified

  • Consumer Food

  • Bank - Public

  • Airlines

  • Pharmaceuticals & Drugs

  • Cigarettes/Tobacco

  • Automobile Two & Three Wheelers

  • Logistics

  • Finance - NBFC

  • Retailing

  • Household & Personal Products

  • Finance - Housing

  • Automobiles - Passenger Cars

  • Tyres & Allied

  • Finance - Investment

  • Steel/Sponge Iron/Pig Iron

  • Finance - Others

  • Chemicals

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Textile

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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 ₹26,991.22 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 ₹0.09(0.26%)yesterday to ₹35.22.

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

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 Scheme

  • Cash

  • CRISIL AAA

  • Deposits

  • Equity

  • Preference Shares

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