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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.33 | — | 2.65 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 7.14 | 1.93 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Gold-India |
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 Multi Asset Allocator FoF-Dynamic(IDCW-Payout) | 28.11% | 17.79% | 16.37% |
HDFC Flexi Cap Fund(IDCW) | 28.77% | 12.56% | 6.57% |
UTI Flexi Cap Fund(IDCW) | 23.74% | 4.04% | 12.32% |
ICICI Pru Asset Allocator Fund | 12.03% | 4.93% | 10.80% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
15.15 %
Holdings
12.59 %
Holdings
10.87 %
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
75
Total AUM
₹ 4,66,548.41 Cr.
Devender Singhal
AUM: ₹37,050.16 Cr.
|
Exp: —
Abhishek Bisen
AUM: ₹1,23,090.01 Cr.
|
Exp: 6yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%