Kotak Flexicap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Flexicap Growth Direct Plan

NAV
₹95.7250
-1.33%
(23 Jan)
AUM
56,885 Cr
TER
0.6%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.0%
+11.3%
+7.6%
+3.8%
+3.7%
+0.1%
3Y
+20.9%
+16.5%
+21.0%
+21.0%
+15.4%
+21.3%
5Y
+22.9%
+15.4%
+19.6%
+21.1%
+14.8%
+14.0%
ALL
+16.6%
+16.3%
+19.2%
+26.4%
+13.2%
+17.0%
VOL
17.2%
15.7%
12.0%
16.7%
-
16.8%
TER
0.7%
0.6%
0.6%
0.5%
-
0.8%
AUM
₹96,295 Cr
₹56,885 Cr
₹1,33,309 Cr
₹2,244 Cr
-
₹13,862 Cr
INFO
0.97
1.04
1.61
1.58
-
1.01
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Flexicap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
6.9%
Bharat Electronics Ltd
5.7%
ICICI Bank Ltd
5.2%
State Bank of India
4.1%
Larsen & Toubro Ltd
3.8%
Axis Bank Ltd
3.6%
Jindal Steel Ltd
3.5%
SRF Ltd
3.4%
Eternal Ltd
3.2%
Bharti Airtel Ltd
3.1%
Top industry exposure
Financial Services
28.5%
Industrials
18.5%
Basic Materials
14.0%
Consumer Cyclical
11.8%
Technology
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
9%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
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. However, there is no assurance that the objective of the scheme will be realized.
Fund manager(s)
Harsha Upadhyaya

FAQs