Kotak Standard Multicap Fund - Growth - Direct Plan

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  • Net Change on 01-06-2020

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Fund Overview Growth | Direct Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 - Direct 0.89 -15.63 -17.36 0.82 6.64 12.60
NIFTY 200 0.04 -12.43 -17.65 -0.60 2.95 10.41
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 -17.36 0.82 6.64 0.72 26,049.43
HDFC Equity Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated -27.61 -3.43 2.10 1.24 18,213.66
Motilal Oswal Multicap 35 Fund (MOF35)-Direct Plan-Growth Option Apr 28, 2014 -18.87 -2.25 4.86 0.88 10,236.93
Aditya Birla Sun Life Equity Fund - Growth - Direct Plan Jan 01, 2013 -17.58 -1.09 5.56 0.97 9,861.23
UTI - Equity Fund-Growth Option - Direct Jan 02, 2013 -10.08 3.60 4.89 1.39 9,192.73
Franklin India Equity Fund - Direct - Growth Jan 01, 2013 Unrated -20.09 -2.91 2.17 1.11 8,481.10

Fund Holdings as on 30-April-2020

  • Reliance Industries Ltd.

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Triparty Repo

  • Ultratech Cement Ltd.

  • Larsen and Toubro Ltd.

  • Infosys Ltd.

  • AXIS Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Hindustan Unilever Ltd.

  • Petronet LNG Ltd.

  • Indraprastha Gas Ltd.

  • SRF Ltd.

  • Central Government - 2020

  • Shree Cement Ltd.

  • Kotak Mahindra Bank Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • The Ramco Cements Ltd

  • Jubilant Foodworks Limited

  • AU Small Finance Bank Ltd.

  • Bharat Electronics Ltd.

  • Cadila Healthcare Ltd.

  • State Bank Of India.

  • Inter Globe Aviation Ltd

  • Britannia Industries Ltd.

  • Container Corporation of India Ltd.

  • Bharat Petroleum Corporation Ltd.

  • HDFC Bank Ltd.

  • Hero MotoCorp Ltd.

  • MRF Ltd.

  • Godrej Consumer Products Ltd.

  • HDFC Ltd.

  • HDFC Standard Life Insurance Company Ltd

  • United Breweries Ltd.

  • SBI Life Insurance Company Ltd

  • Bata India Ltd.

  • Lupin Ltd.

  • GAIL (India) Ltd.

  • Thermax Ltd.

  • Bajaj Finance Ltd.

  • Jindal Steel & Power Ltd

  • Balkrishna Industries Ltd

  • Bajaj Finserv Ltd.

  • Mahindra & Mahindra Ltd.

  • AIA Engineering Limited

  • Kec International Ltd.

  • Max Financial Services Ltd

  • RBL Bank Ltd.

  • SBI Cards & Payment Services Pvt. Ltd.

  • Page Industries Ltd

  • Bayer Crop Science Ltd

  • Solar Industries India Limited

  • Whirlpool of India Ltd.

  • BEML Limited

  • Century Textiles & Industries 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

  • Cement & Construction Materials

  • IT - Software

  • Industrial Gases & Fuels

  • Miscellaneous

  • Engineering - Construction

  • Insurance

  • Household & Personal Products

  • Engineering - Industrial Equipments

  • Consumer Food

  • Diversified

  • Pharmaceuticals & Drugs

  • Tyres & Allied

  • Bank - Public

  • Airlines

  • Logistics

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Retailing

  • Finance - Housing

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Finance - Investment

  • Automobiles - Passenger Cars

  • Finance - Others

  • Textile

  • 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

  • Deposits

  • Equity

  • Preference Shares

  • SOV

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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 ₹26,049.43 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 ₹0.61(1.88%)yesterday to ₹32.854.

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