Kotak Standard Multicap Fund - Growth - Direct Plan

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  • Net Change on 07-08-2020

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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 (₹)

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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 2.70 20.21 3.93 3.39 8.21 14.33
NIFTY 200 3.80 21.91 3.48 2.09 5.16 11.17
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 3.93 3.39 8.21 0.73 27,975.82
HDFC Equity Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated -8.13 -1.48 3.75 1.20 18,495.28
Motilal Oswal Multicap 35 Fund (MOF35)-Direct Plan-Growth Option Apr 28, 2014 Unrated 5.53 0.41 7.36 0.81 10,561.60
Aditya Birla Sun Life Equity Fund - Growth - Direct Plan Jan 01, 2013 4.65 1.51 7.68 0.97 10,175.28
UTI - Equity Fund-Growth Option - Direct Jan 02, 2013 14.16 7.57 7.63 1.40 9,749.64
Franklin India Equity Fund - Direct - Growth Jan 01, 2013 Unrated -0.23 -0.82 3.92 1.11 8,363.96

Fund Holdings as on 31-July-2020

  • Reliance Industries Ltd.

  • Triparty Repo

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Infosys Ltd.

  • Ultratech Cement Ltd.

  • Tata Consultancy Services Ltd.

  • Hindustan Unilever Ltd.

  • Larsen and Toubro Ltd.

  • AXIS Bank Ltd.

  • Britannia Industries Ltd.

  • Petronet LNG Ltd.

  • SRF Ltd.

  • Shree Cement Ltd.

  • Indraprastha Gas Ltd.

  • The Ramco Cements Ltd

  • Kotak Mahindra Bank Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • AU Small Finance Bank Ltd.

  • Bharat Electronics Ltd.

  • Cadila Healthcare Ltd.

  • Jubilant Foodworks Limited

  • Balkrishna Industries Ltd

  • Container Corporation of India Ltd.

  • Jindal Steel & Power Ltd

  • Hero MotoCorp Ltd.

  • Inter Globe Aviation Ltd

  • Bharat Petroleum Corporation Ltd.

  • Godrej Consumer Products Ltd.

  • State Bank Of India.

  • SBI Life Insurance Company Ltd

  • HDFC Standard Life Insurance Company Ltd

  • Lupin Ltd.

  • MRF Ltd.

  • Mahindra & Mahindra Ltd.

  • United Breweries Ltd.

  • HDFC Ltd.

  • GAIL (India) Ltd.

  • Bata India Ltd.

  • Thermax Ltd.

  • Kec International Ltd.

  • Bajaj Finserv Ltd.

  • Page Industries Ltd

  • AIA Engineering Limited

  • Max Financial Services Ltd

  • RBL Bank Ltd.

  • Bayer Crop Science Ltd

  • SBI Cards & Payment Services Pvt. Ltd.

  • Solar Industries India Limited

  • Reliance Industries Ltd.

  • BEML Limited

  • Whirlpool of India Ltd.

  • HDFC Bank Ltd.

  • Net Current Assets/(Liabilities)

  • Arvind Fashions Limited

  • Arvind Ltd

  • Britannia Industries Ltd. ( BONUS ON EQUIT)

  • Zee Entertainment Enterprises Ltd

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  • Bank - Private

  • Refineries

  • Miscellaneous

  • Cement & Construction Materials

  • IT - Software

  • Industrial Gases & Fuels

  • Household & Personal Products

  • Engineering - Construction

  • Consumer Food

  • Insurance

  • Engineering - Industrial Equipments

  • Pharmaceuticals & Drugs

  • Diversified

  • Tyres & Allied

  • Automobile Two & Three Wheelers

  • Logistics

  • Airlines

  • Steel/Sponge Iron/Pig Iron

  • Bank - Public

  • Breweries & Distilleries

  • Retailing

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Textile

  • Finance - Investment

  • Finance - Others

  • Pesticides & Agrochemicals

  • Finance - NBFC

  • 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

  • Rights

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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 ₹29,360.86 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 ₹0.03(0.09%)yesterday to ₹37.035.

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