Kotak Standard Multicap Fund - Growth - Direct Plan

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  • (-0.76%)Nav, as on 10-12-2019

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  • Net Change on 10-12-2019

  • PersonalFN Rating

    Kotak Standard Multicap Fund - Growth - Direct Plan 5 PersonalFN

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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 - Direct 0.04 8.63 14.37 14.29 12.07 16.80
NIFTY 200 N/A N/A N/A N/A N/A N/A
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 - Direct Jan 01, 2013 14.37 14.29 12.07 0.87 29,095.76
HDFC Equity Fund -Direct Plan - Growth Option Dec 31, 2012 8.59 10.94 7.83 1.21 23,674.08
UTI - Equity Fund-Growth Option - Direct Jan 02, 2013 12.33 13.29 8.95 1.44 10,062.03
L&T Equity Fund-Direct Plan-Growth Option Jan 01, 2013 Unrated 6.26 9.87 7.68 1.46 2,697.11
Parag Parikh Long Term Equity Fund - Direct Plan - Growth May 28, 2013 13.75 13.71 11.60 1.18 2,480.49
Canara Robeco Equity Diversified Fund-Direct Plan -Growth Option Jan 01, 2013 13.84 15.37 9.44 1.03 1,587.39

Fund Holdings as on 30-November-2019

  • Triparty Repo

  • ICICI Bank Ltd.

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • AXIS Bank Ltd.

  • Larsen and Toubro Ltd.

  • Infosys Ltd.

  • Tata Consultancy Services Ltd.

  • Ultratech Cement Ltd.

  • Petronet LNG Ltd.

  • State Bank Of India.

  • Kotak Mahindra Bank Ltd.

  • Indraprastha Gas Ltd.

  • SRF Ltd.

  • AU Small Finance Bank Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • The Ramco Cements Ltd

  • Inter Globe Aviation Ltd

  • Shree Cement Ltd.

  • IndusInd Bank Ltd.

  • Bharat Electronics Ltd.

  • Container Corporation of India Ltd.

  • Jubilant Foodworks Limited

  • Bajaj Finance Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Britannia Industries Ltd.

  • Godrej Consumer Products Ltd.

  • Hero MotoCorp Ltd.

  • RBL Bank Ltd.

  • ITC Ltd.

  • HDFC Ltd.

  • GAIL (India) Ltd.

  • Bata India Ltd.

  • MRF Ltd.

  • HDFC Standard Life Insurance Company Ltd

  • Cadila Healthcare Ltd.

  • SBI Life Insurance Company Ltd

  • Bajaj Finserv Ltd.

  • Mahindra & Mahindra Ltd.

  • Jindal Steel & Power Ltd

  • Lupin Ltd.

  • HDFC Bank Ltd.

  • Kec International Ltd.

  • AIA Engineering Limited

  • Max Financial Services Ltd

  • Balkrishna Industries Ltd

  • Solar Industries India Limited

  • Bayer Crop Science Ltd

  • BEML Limited

  • Century Textiles & Industries 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

  • Refineries

  • Miscellaneous

  • Cement & Construction Materials

  • IT - Software

  • Industrial Gases & Fuels

  • Engineering - Construction

  • Insurance

  • Consumer Food

  • Engineering - Industrial Equipments

  • Diversified

  • Bank - Public

  • Airlines

  • Pharmaceuticals & Drugs

  • Tyres & Allied

  • Logistics

  • Finance - NBFC

  • Household & Personal Products

  • Automobile Two & Three Wheelers

  • Cigarettes/Tobacco

  • Retailing

  • Finance - Housing

  • Finance - Investment

  • Automobiles - Passenger Cars

  • 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 01-Jan-2013 and currently has an AUM of ₹29,095.76 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 ₹-0.3(-0.76%)yesterday to ₹39.02.

Among its top 3 holdings the fund has exposure to Triparty Repo, ICICI Bank Ltd. and Reliance Industries 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 Fund
  • Kotak Tax Saver Fund

  • Cash

  • CRISIL AAA

  • Deposits

  • Equity

  • Preference Shares

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