Kotak Standard Multicap Fund - Growth - Direct Plan

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  • (-0.82%)Nav, as on 25-01-2021

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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 6.88 19.21 15.45 9.14 16.42 16.77
NIFTY 200 6.85 21.52 18.67 7.39 13.81 12.48
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 15.45 9.14 16.42 0.64 33,461.66
HDFC Equity Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated 12.48 3.89 13.92 1.18 21,781.41
UTI - Equity Fund-Growth Option - Direct Jan 02, 2013 33.39 15.43 17.72 1.25 14,860.64
Aditya Birla Sun Life Equity Fund - Growth - Direct Plan Jan 01, 2013 18.36 7.92 16.67 0.98 12,624.46
Motilal Oswal Multicap 35 Fund (MOF35)-Direct Plan-Growth Option Apr 28, 2014 Unrated 15.75 4.82 14.78 0.93 11,999.50
SBI Magnum Multicap Fund - DIRECT PLAN - Growth Option Jan 04, 2013 16.67 7.48 15.15 0.94 10,517.75

Fund Holdings as on 31-December-2020

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Ultratech Cement Ltd.

  • Hindustan Unilever Ltd.

  • AXIS Bank Ltd.

  • Larsen and Toubro Ltd.

  • SRF Ltd.

  • Petronet LNG Ltd.

  • Shree Cement Ltd.

  • Indraprastha Gas Ltd.

  • Jubilant Foodworks Limited

  • The Ramco Cements Ltd

  • ICICI Lombard General Insurance Company Ltd

  • Britannia Industries Ltd.

  • Bharat Electronics Ltd.

  • Inter Globe Aviation Ltd

  • AU Small Finance Bank Ltd.

  • Cadila Healthcare Ltd.

  • Jindal Steel & Power Ltd

  • Kotak Mahindra Bank Ltd.

  • Balkrishna Industries Ltd

  • State Bank Of India.

  • Hero MotoCorp Ltd.

  • Godrej Consumer Products Ltd.

  • SBI Cards & Payment Services Pvt. Ltd.

  • MRF Ltd.

  • HDFC Life Insurance Company Ltd

  • Mahindra & Mahindra Ltd.

  • United Breweries Ltd.

  • Lupin Ltd.

  • Container Corporation of India Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Kec International Ltd.

  • Page Industries Ltd

  • Bata India Ltd.

  • Thermax Ltd.

  • AIA Engineering Limited

  • Max Financial Services Ltd

  • RBL Bank Ltd.

  • SBI Life Insurance Company Ltd

  • Bajaj Finserv Ltd.

  • Triparty Repo

  • Bayer Crop Science Ltd

  • Cipla Ltd.

  • Solar Industries India Limited

  • BEML Limited

  • Net Current Assets/(Liabilities)

  • Whirlpool of India Ltd.

  • Liquid Scheme Direct Plan Growth

  • Britannia Industries Ltd. ( BONUS ON EQUIT) **

  • Zee Entertainment Enterprises Ltd

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  • Bank - Private

  • IT - Software

  • Cement & Construction Materials

  • Refineries

  • Household & Personal Products

  • Industrial Gases & Fuels

  • Engineering - Construction

  • Consumer Food

  • Engineering - Industrial Equipments

  • Insurance

  • Pharmaceuticals & Drugs

  • Diversified

  • Tyres & Allied

  • Airlines

  • Steel/Sponge Iron/Pig Iron

  • Bank - Public

  • Automobile Two & Three Wheelers

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Breweries & Distilleries

  • Logistics

  • Textile

  • Retailing

  • Miscellaneous

  • Finance - Others

  • Finance - Investment

  • 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 ESG Opportunities Fund
  • Kotak Standard Multicap Fund
  • Kotak Tax Saver Fund
  • Kotak Tax Saver Fund

  • Cash

  • CRISIL AAA

  • Equity

  • MFU

  • Preference Shares

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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 01-Jan-2013 and currently has an AUM of ₹33,461.66 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 ₹-0.38(-0.82%)yesterday to ₹46.327.

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