Kotak Standard Multicap Fund - Growth - Direct Plan

  • Previous Nav

  • Net Change on 24-04-2019

  • PersonalFN Rating

    Kotak Standard Multicap Fund - Growth - Direct Plan 4 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 0.67 6.54 6.35 15.51 17.85 13.94
NIFTY 200 0.90 5.85 4.36 13.28 11.95 12.45
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 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Kotak Standard Multicap Fund - Growth - Direct Sep 11, 2009 6.35 15.51 17.85 2.12 23,880.98
HSBC Multi Cap Equity Fund - Growth Direct Feb 24, 2004 -2.60 11.39 13.42 2.56 531.29
IDBI DIVERSIFIED EQUITY FUND Growth Direct Mar 28, 2014 -5.69 8.04 15.32 2.47 349.41
LIC MF Multicap Fund-Direct Plan-Growth Mar 31, 1998 1.87 7.62 7.88 2.21 277.58
Quant Active Fund-GROWTH OPTION-Direct Plan Mar 20, 2001 0.98 12.44 17.23 2.50 7.09
Union Multi Cap Fund - Direct Plan - Growth Option Jun 10, 2011 2.58 10.63 9.09 2.65 254.17

Fund Holdings as on 31-March-2019

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • AXIS Bank Ltd.

  • Larsen and Toubro Ltd.

  • Infosys Ltd.

  • Reverse Repo

  • Tata Consultancy Services Ltd.

  • RBL Bank Ltd.

  • State Bank Of India.

  • Petronet LNG Ltd.

  • Bharat Financial Inclusion Limited

  • ITC Ltd.

  • Kotak Mahindra Bank Ltd.

  • GAIL (India) Ltd.

  • Indraprastha Gas Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • Ultratech Cement Ltd.

  • Shree Cement Ltd.

  • The Ramco Cements Ltd

  • SRF Ltd.

  • Britannia Industries Ltd.

  • Hero MotoCorp Ltd.

  • HDFC Ltd.

  • AU Small Finance Bank Ltd.

  • Mahindra & Mahindra Ltd.

  • Bharat Electronics Ltd.

  • Bajaj Finance Ltd.

  • Container Corporation of India Ltd.

  • Inter Globe Aviation Ltd

  • Jindal Steel & Power Ltd

  • MRF Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Bata India Ltd.

  • Jubilant Foodworks Limited

  • Godrej Consumer Products Ltd.

  • Cadila Healthcare Ltd.

  • Lupin Ltd.

  • Bajaj Finserv Ltd.

  • Kec International Ltd.

  • SBI Life Insurance Company Ltd

  • Maruti Suzuki India Limited

  • HDFC Standard Life Insurance Company Ltd

  • Sun Pharmaceutical Industries Ltd.

  • Century Textiles & Industries Ltd.

  • AIA Engineering Limited

  • Avenue Supermarts Ltd

  • Max Financial Services Ltd

  • HDFC Bank Ltd.

  • Solar Industries India Limited

  • Bayer Crop Science Ltd

  • Arvind Fashions Limited

  • BEML Limited

  • Net Current Assets/(Liabilities)

  • Triparty Repo

  • Techno Electric & Engineering Company Limited

  • Arvind Ltd

  • Whirlpool of India Ltd.

  • Laurus Labs Ltd

  • Anup Engineering Ltd.

  • Zee Entertainment Enterprises Ltd

View More
  • Bank - Private

  • Refineries

  • IT - Software

  • Industrial Gases & Fuels

  • Engineering - Construction

  • Cement & Construction Materials

  • Miscellaneous

  • Finance - NBFC

  • Insurance

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Cigarettes/Tobacco

  • Engineering - Industrial Equipments

  • Diversified

  • Automobiles - Passenger Cars

  • Retailing

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Logistics

  • Steel/Sponge Iron/Pig Iron

  • Airlines

  • Tyres & Allied

  • Household & Personal Products

  • Finance - Investment

  • Finance - Others

  • Chemicals

  • Pesticides & Agrochemicals

  • Textile

  • Consumer Durables - Domestic Appliances

  • Engineering

View More

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 ₹23,880.98 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 ₹0.36(0.95%)yesterday to ₹37.7.

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

  • Deposits

  • Equity

  • Preference Shares

View More