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Kotak Multicap Fund

Growth
EquityMarket Cap Fund - Multi Cap
Mid-size FundAssets Under Mgmt: ₹ 3,611 Cr
Very High RiskPrinciple investment will be at very high risk
9.520.14 (-1.48%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityMarket Cap Fund - Multi Cap
Mid-size FundAssets Under Mgmt: ₹ 3,611 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
0.25
No LabelNo Label
34.44
No LabelNo Label
-1.72
No LabelNo Label
0.87
No LabelNo Label
39.47
No LabelNo Label
2.09

About Market Cap Fund - Multi Cap

Market Cap Fund - Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.

Scheme Info

PlanPlan
Growth
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
Nil upto 10% of investment and 1% for remaining investments on or before 1Y Nil after 1Y
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY 500 Multicap 50:25:25 TRI

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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Fund ManagerRead more 

Exp: 18yrs

 | 

#Funds: 5

Exp:

 | 

#Funds: 7

Exp: 6yrs

 | 

#Funds: 12

Exp: 11yrs

 | 

#Funds: 7

Know More

AMC profile

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

    59

  • Total AUM

    ₹ 2,72,521.53 Cr.

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