Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.59 | 39.18 | 1.79 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 48.38 | 2.19 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Kotak Flexicap Fund(IDCW) | 34.38% | 16.37% | 13.97% |
HDFC Flexi Cap Fund(IDCW) | 32.45% | 14.37% | 6.79% |
UTI Flexi Cap Fund(IDCW) | 28.73% | 6.82% | 12.91% |
Aditya Birla SL Flexi Cap Fund(IDCW-Reinv) | 29.09% | 8.32% | 11.75% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
6.15 %
Holdings
5.54 %
Holdings
4.95 %
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
73
Total AUM
₹ 4,61,458.09 Cr.
Harsha Upadhyaya
AUM: ₹89,168.48 Cr.
|
Exp: 18yrs
B.E, Mechancial from REC, Suratkal, PGDM from IIM, Lucknow & CFA charter conferred by the CFA Institute, USA
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.
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Returns
Fund has been able to generate better returns compared to other funds in the same category