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

Kotak Flexicap Growth Direct Plan

NAV
₹96.1420
-0.84%
(6 Mar)
AUM
56,479 Cr
TER
0.6%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+16.2%
+16.1%
+14.0%
+13.2%
+9.5%
+1.3%
3Y
+22.6%
+17.5%
+22.2%
+21.1%
+15.6%
+20.3%
5Y
NA
+14.0%
+19.7%
+20.1%
+13.3%
+12.2%
ALL
+22.7%
+16.1%
+26.0%
+16.4%
+12.3%
+16.5%
VOL
15.2%
15.7%
16.7%
17.2%
-
16.8%
TER
0.4%
0.6%
0.5%
0.7%
-
0.8%
AUM
₹1,247 Cr
₹56,479 Cr
₹2,167 Cr
₹97,452 Cr
-
₹13,180 Cr
INFO
1.50
1.03
1.56
0.95
-
0.98
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 Jan
Top holdings
HDFC Bank Ltd
6.5%
Bharat Electronics Ltd
6.4%
ICICI Bank Ltd
5.3%
State Bank of India
4.5%
Axis Bank Ltd
3.9%
Jindal Steel Ltd
3.8%
Larsen & Toubro Ltd
3.7%
SRF Ltd
3.1%
Eternal Ltd
3.1%
UltraTech Cement Ltd
3.1%
Top industry exposure
Financial Services
29.7%
Industrials
18.4%
Basic Materials
14.8%
Consumer Cyclical
11.1%
Technology
7.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
8%
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