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

Kotak Flexicap Growth Direct Plan

NAV
₹97.8180
-0.14%
(9 Jul)
AUM
52,533 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
+12.2%
+10.1%
+5.8%
+2.3%
-3.1%
-5.9%
3Y
+28.1%
+28.0%
+22.5%
+20.7%
+27.2%
+27.8%
5Y
+22.2%
NA
+22.3%
+22.4%
+29.9%
+27.5%
ALL
+18.9%
+22.9%
+17.2%
+15.0%
+30.1%
+18.3%
VOL
17.0%
14.1%
15.9%
-
17.2%
17.5%
TER
0.9%
0.7%
0.6%
-
0.5%
0.5%
AUM
₹13,894 Cr
₹3,267 Cr
₹52,533 Cr
-
₹2,153 Cr
₹5,917 Cr
INFO
1.12
1.62
1.08
-
1.75
1.04
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 May
Top holdings
ICICI Bank Ltd
7.3%
Bharat Electronics Ltd
6.3%
HDFC Bank Ltd
5.9%
Larsen & Toubro Ltd
3.9%
UltraTech Cement Ltd
3.7%
State Bank of India
3.7%
Axis Bank Ltd
3.6%
Jindal Steel & Power Ltd
3.4%
Infosys Ltd
3.4%
SRF Ltd
3.4%
Top industry exposure
Financial Services
26.1%
Industrials
21.3%
Basic Materials
14.4%
Consumer Cyclical
9.7%
Technology
8.0%
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