## Risk rate assumed to be 3.47% (FBIL Overnight MIBOR rate as on 29th January 2021). The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/)
PPF
XIRR helps in calculating return on investments given an initial and
Nifty 200 TRI, This open ended fund Scheme is suitable for investors seeking, Options: Dividend Payout, Dividend Reinvestment & Growth (applicable for allplans), Initial Investment:?5000 and in multiple of ?1 for purchase and for ?0.01 for switches, Additional Investment:?1000 & in multiples of ?1, Ideal Investments Horizon:3 Years and above. Turnover Ratio. Mr. Harsha Upadhyaya has been managing the fund since 04/08/2012. Category : Flexi Cap Fund. See all funds managed by Mr. Harsha Upadhyaya, Equity & Equity related (Listed/Awaiting listing on Stock Exchange), ICICI Lombard General Insurance Company Ltd, Listed/Awaiting Listing on Stock Exchange - Total, Corporate Debt/Financial Institutions - Total, Investment in portfolio of predominantly equity & equity
However, whatever returns the fund delivers, it does so with exceptional consistency. securities, generally focused on a few
Different plans have different expense structure. However, there is no
Kotak Flexicap Fund - Regular Plan: Portfolio, Risk Anlaysis - See complete Portfolio Holdings, what risk it carries. However, there is no assurance that the objective of the scheme will be realized. Kotak Flexicap Fund - Growth AUM is 458% higher than other schemes in the category Load. `. KOTAK FLEXICAP FUND (ERSTWHILE KNOWN AS KOTAK STANDARD MULTICAP FUND) Flexicap fund - An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks : Investment Objective. at FinancialExpress.com Kotak Flexicap Fund(G) - Growth: Get latest Kotak Flexicap Fund(G) NAV, returns, analysis, performance, top stocks in portfolio & more. date of allotment: 1%
help_outline. 29.44 0.21 (+0.70 %) Investment Checklist. Kotak Flexicap Fund(G) – Explore latest information and updates on Kotak Flexicap Fund(G) including performance, dividends, portfolio, investment details, etc. Benchmark :
Kotak Flexicap Fund - Direct Plan: Check Kotak Flexicap Fund - Direct Plan Review on The Economic Times. Mr. Harsha Upadhyaya has been managing the fund since 04/08/2012. Kotak Mahindra Mutual Fund has moved its ‘multicap’ scheme to the newly-created ‘flexicap’ segment. (applicable for all plans)
Returns. Copyright 2021 Kotak Asset Management. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Net Asset Value of Mutual Fund indicates its price and is based on the current prices of the stocks/assets in the fund. i.e. Additional Benchmark TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). Kotak Flexicap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund.This scheme was made available to investors on 11 Sep 2009.Harsha Upadhyaya is the Current Fund Manager of Kotak Flexicap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹32,453 Cr and the Latest NAV as of 26 Feb 2021 is ₹44.53. Equity Derivative Exposuer is 0.08%, A) Regular Plan B) Direct Plan
Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time.
As with any investment in securities, the NAV of the units issued under the schemes can go up or down depending on various factors and forces affecting capital markets. If you had invested`
Kotak Select Focus Fund is renamed as Kotak Flexicap Fund with effect from 25th May 2018. The scheme endeavors to identify sectors that are likely to do well over the medium term and takes focus exposures to the same. Investment Horizon >5 Yr . Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. Fund House : Kotak Mahindra Mutual Fund. Lock In Period - NIL. Additional Investment: Rs1000 & in
Fund House : Kotak Mahindra Mutual Fund. Kotak Flexicap Fund (DR-A) is a diversified equity fund and has delivered an annualised return of 14.0% over a period of 12 years .The fund was previously known as Kotak Standard Multicap Reg DR.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Harsha Upadhyaya. Adani Green 1,159.85 31.3. (ERSTWHILE KNOWN AS KOTAK STANDARD MULTICAP FUND), ICICI Lombard General Insurance Company Ltd, Corporate Debt/Financial Institutions - Total. Ideal Investments Horizon: 5 years & above, Entry Load: Nil. final value and a series of cash inflows and outflows and taking the time of investment into consideration. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Kotak Flexicap Fund has an ETMONEY Rank of # 8 of 27 and a consistency rating of 4. Source: AMFI website, PPF, RBI and MCX
Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. https://www.kotakmf.com/funds/equity-funds/Kotak-Flexicap-Fund/Reg-G Performance is always compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. Check Kotak Flexicap Fund(G) performance and growth chart, quaterly and annual fund returns and complete track record of Kotak Flexicap Fund(G) at FinancialExpress.com The move will help the fund house retain the portfolio composition. from a portfolio of equity and equity related
Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. 5000 and in multiple of
For periods above 1 year, they are annualized. Portfolio for Kotak Flexicap Fund Growth along with asset allocation, stock style, sector and region exposure, financial metrics Doubled Money. You can consider this fund if the predictability of returns is what you are looking for. ** Total Expense Ratio includes applicable B30 fee and GST. Past performance of the scheme does not indicate the future performance of the schemes. March 03, … Past performance may or may not be sustained in the future. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows and taking the time of investment into consideration.
The above graph shows the movement of a specified amount vis-à-vis benchmark and additional benchmark in the specified time period (last business day of the selected month) chosen by the investor. 4yrs 5m . The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. #
While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. Kotak Flexicap Fund - Regular Plan (G) Kotak Flexi Cap Fund - Growth. Kotak Flexicap Fund - Direct Plan 4 Value Research 17140 218-17140 Kotak Mahindra Mutual Fund The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors. Hence, the performances are not strictly comparable. -, Kotak Flexicap FundVS
Mr. Harsha has nearly two decades of rich experience spread over Equity Research and Fund Management.His prior stints have been with companies such as DSP BlackRock, UTI Asset Management, Reliance Group and SG Asia Securities.Mr.Harsha is a Bachlor of Engineering (Mechanical) from National Institute of Technology, Suratkal, a Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and Chartered Financial Analyst from the CFA Institute. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. i) For redemption/ switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.
The investment objective of the scheme is
Category : Flexi Cap Fund. Graph showing the number of times investment has increased/decreased in each asset class over the period. Regular Direct. Scheme Inception : - September 11, 2009. NSE Gainer-Large Cap . Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. 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. Regular Direct. or after 1 year from the date of allotment:
Go. as on
**Total Expense Ratio includes applicable B30 fee and GST. Kotak Flexicap Fund - Direct Plan: Check Kotak Flexicap Fund - Direct Plan Review on The Economic Times. plans), Initial Investment: Rs
NIL. sectors across market capitalisation. 79. the date of allotment: Nil. Standard Deviation is calculated on Annualised basis using 3 years history of the monthly returns. related securities generally focused on a few selected
Scheme Inception date is 11/09/2009. Scheme Inception : - September 11, 2009. help_outline Annualized Returns(5 yrs) 17.28% . The investment objective of Kotak Flexicap Fund scheme is to generate long term capital appreciation from a portfolio of equity and equity related securities, generally focused on select few sectors. The returns are calculated by XIRR approach assuming investment on the 1st working day of every month. Mumbai/UNI: Kotak Mahindra Asset Management Company (KMAMC) on Wednesday announced the re-naming of Kotak Standard Multicap Fund to Kotak Flexicap Fund. Benchmarks . If you had invested `
Kotak Flexicap Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund.This scheme was made available to investors on 01 Jan 2013.Harsha Upadhyaya is the Current Fund Manager of Kotak Flexicap Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹32,453 Cr and the Latest NAV as of 26 Feb 2021 is ₹29.45. Kotak Flexicap Fund(G). Following SEBI's directions on changes in multicap schemes, Kotak Mahindra Asset Management Company (KMAMC) on Wednesday renamed its Kotak Standard Multicap Fund as Kotak Flexicap Fund… Invest online in Kotak Flexicap Fund(G) with FundsIndia. Different plans have different expense structure. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Benchmark ; ^ Additional Benchmark. PPF
Nifty 14,529.15-568.2. FD. Unlike other investment avenue referred above, investments in Mutual Funds are subject to market risks. In a statement, Kotak MF said it is re-naming of Kotak Standard Multicap Fund to Kotak Flexicap Fund… c) If units are redeemed or switched out on
NSE Gainer-Large Cap . N.A stands for data not available. The above simulation is for illustration purpose only. Kotak Flexicap Fund(D). Past performance may or may not be sustained in future. This comes in line with SEBI’s categorisation norms where multicap funds had to invest at least 25% of their corpus in large, mid and small cap stocks each. Scheme Return calculated on the basis of scheme NAV; Returns for PPF, FD, Gold are based on publicly available information. Kotak Flexicap Fund (DR-A) Investment Objective . b) If units redeemed or switched out are in
All rights reserved. Adani Gas 662.75 88.45. Nifty 15,245.60 326.5. sectors across market capitalisation. Kotak Standard Multicap Fund renamed as Kotak Flexicap Fund Mumbai, 17th February, 2021: Kotak Mahindra Asset Management Company Limited (KMAMC) today announced the re-naming of Kotak Standard Multicap Fund to Kotak Flexicap Fund. Find out Kotak Flexicap Fund - Direct Plan asset allocation, Kotak Flexicap Fund - Direct Plan NAV range, Kotak Flexicap Fund - Direct Plan performance, returns and more. Visit now and invest in Kotak Flexicap Fund(G) at mint. since inception, it would have become` - i.e. selected sectors. Nav movement shows Nav and Index price of Kotak Flexicap Fund since inception. The corpus of the scheme will be invested in equity and equity related instruments, and various fixed income securities. You can add only funds from same category for comparison. Benchmarks . Dividend.
Expense Ratio. Scheme Inception : - September 11, 2009. every month from
Hence, the performances are not strictly comparable. 22.71%. - CAGR, Kotak Flexicap FundVS
The above simulation is for illustration purpose only. Investment on inception date can happen on a non-business day. Investment Portfolio of predominantly equity & equity
1 Year is assumed as 365 days. Exit Load - Nil upto 10% of investment and 1% for remaining investment on or before 1Y Nil after 1Y. It should no way be construed as a recommendation or future outlook on the above mentioned stocks. Past performance of the scheme does not indicate the future performance of the schemes. How do I invest in Kotak Flexicap Fund? provided in the list, please visit their website to invest online in ETF. For lumpsum investments, if the investment period is less than 1 year then same return values are displayed for absolute & XIRR. Kotak Flexicap Fund - Regular Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential Upside NAV, Rolling Return, Expense Ratio, Cap-Quality Analysis, Cap-Valuation Analysis, FAQ. There is no restriction on which type of sectors the scheme can take exposure to and the portfolio will be generally diversified at the stock level across market capitalization. Flexicap funds however, have to maintain a minimum of 65% exposure to equity instruments with no limitation on market capitalization. help_outline. Term Deposit as provided above is towards margin for derivatives transactions
Kotak Flexicap Fund - Regular Plan (G) Kotak Flexi Cap Fund - Growth. since inception, you would have earned` -as Dividend. Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. The returns are calculated by XIRR approach assuming investment of ₹ 10,000/- on the 1st working day of every month.
multiples of Rs1
Source: AMFI website, PPF, RBI and MCX
The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans). PPF interest rate is taken from (http://www.publicprovidentfund.com/)
ii) If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%, iii) If units are redeemed or switched out on or after 1 year from the date of allotment: Nil, iv) Any exit load charged (net off Goods and Services Tax, if any) shall be credited back to the respective Scheme. ## Risk rate assumed to be 3.47% (FBIL Overnight MIBOR rate as on 31 January 2021). Rs1 for purchase and for Rs0.01 for switches
Additional Benchmark TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). This comes in line with SEBI’s categorisation mandate where multicap funds had to invest at least 25% of their corpus in large, mid and small cap stocks … XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows and taking the time of investment into consideration. Please select your stock broker from the list below. FD. related securities generally focused on a few selected
Kotak Mutual Fund has renamed Kotak Standard Multicap Fund as Kotak Flexicap Fund. purchased or switched in within 1 year from
The Fixed deposit interest rate is based on RBI rate (https://rbi.org.in/)
Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. - %CAGR . Get latest nav, returns, performance & portfolio of Kotak Flexicap Fund(D). Kotak Flexicap Fund. * Investors should consult their financial advisers if
Note: Point to Point (PTP) Returns in INR shows the value of investment made at inception. As of now, the following major multicap funds have announced that they will reclassify themselves as Flexi-cap funds: Kotak Standard Multicap Fund will become a flexicap fund and renamed as Kotak Standard Flexi cap Fund; Parag Parikh Long Term Equity Fund will become a flexicap fund; Motilal Oswal Multicap 35 Fund will become a flexicap fund and renamed as Motilal Oswal Flexi Cap 35 Fund… Past performance may or may not be sustained in future. Past performance may or may not be sustained in the future. Source: ICRA MFI Explorer. Learn about Kotak Flexicap Fund Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet Returns for investments in dividend plans of schemes are calculated after assuming that the net dividend payouts post statutory taxes & levies, are re-invested back in the scheme. of the initial investment amount (limit)
No.of Schemes. Accordingly, Kotak Flexicap Fund will have the freedom to invest across large cap, mid cap, and small cap stocks in any proportion. Please provide your details, we will connect with you, One Time Password (OTP) has been sent to your mobile,please enter the same here to authenticate, Thanks for sharing your details.We will connect with you shortly, This open ended fund Scheme is suitable for investors seeking*, *Investors should consult their financial advisors if in doubt about whether the product is suitable for them, Please wait while we are fetching the data, If you would have invested
Kotak Flexicap Fund will continue to follow the top-down sectoral approach supplemented by bottom-up stock picks, the fund house said, adding that the fund will also continue to … For performance in SEBI format please refer performance section. Kotak Flexicap Fund (DP-A) Investment Objective . Gold prices are available post 1st April, 2006 & are based on daily closing values on MCX. NAV is used in calculating returns from your Mutual Fund investments.
The data of the last working day has been considered for the calculation of performance. Find the latest Kotak Flexicap Fund Growth (0P0000KV36.BO) stock quote, history, news and other vital information to help you with your stock trading and investing. Total AUM ₹ 2,15,073.28 Cr. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Kotak Flexicap Fund Regular Plan 4 Value Research 10594 218-10594 Kotak Mahindra Mutual Fund The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors. Exit Load:
Past performance of the scheme does not indicate the future performance of the schemes. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. Go. This indicates the fund has generated average returns. Entry Load - NIL. to generate long-term capital appreciation
Scheme Inception date is 11/09/2009. Rank (of 245) 20 . Kotak Flexicap Fund (DP-A) is a diversified equity fund and has delivered an annualised return of 14.0% over a period of 12 years .The fund was previously known as Kotak Standard Multicap Reg DP.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Harsha Upadhyaya. 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). excess of the limit within 1 year from the
Reinvestment & Growth (applicable for all
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 … Source: ICRA MFI Explorer. will be realized. The scheme is well positioned to capture various themes that are in flavour in a focused manner. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). KMAMC has approximately 21 Lac investors in various schemes. TRI Total Return Index, In terms of SEBI circular dated January 4, 2018, the performance of the scheme is benchmarked to the Total Return variant (TRI) of the Benchmark Index instead of Price Return Variant (PRI). The comparison of Scheme Return vs PPF/FD/Gold has been given for the purpose of the general information only. Year-end balance has been arrived at by adding interest at the rates notified by the competent authorities from time to time. While amount invested in traditional investment avenue has the highest safety for Principal invested, there is no assurance or guarantee of future performance of the scheme. Gold
Kotak Mahindra Asset Management Company Limited will not accept any liability/ responsibility/loss incurred on any investment decision taken on the basis of this information. a) For redemption / switch out of upto 10%
Kotak Flexicap Fund Growth Equity Multi-Cap Nav : 44.527 ( -3.16%) February 26th, 2021 People currently viewing this : 1. Kotak Flexicap Fund - Growth Expense Ratio is 42% lower than other schemes in the category . (applicable for all plans). 1.62%. Invest online in Kotak Flexicap Fund(D) with FundsIndia. PPF interest rate is taken from (http://www.publicprovidentfund.com/)
If you hold a demat account through any other broker than the ones
Get latest nav, returns, performance & portfolio of Kotak Flexicap Fund(G). Kotak Flexicap Fund-Growth - Fund Performance Matrix; Scheme Category: Equity Scheme - Multi Cap Fund: Launch Date: 22-Jul-2009: Current NAV: 45.829: One Month Performance: 43.236 (6%) Three Months Performance: 40.007 (14.55%) Six Months Performance: 35.287 (29.88%) One Year Performance: 35.31 (29.79%) Two Years Performance : 32.597 (40.59%) Three Years Performance: 32.289 (41.93%) … would have grown to `- as of
to, Total Amount invested `- Value of Investment `- i.e. Nifty 200 TRI
Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. Graph showing the number of times investment has increased/decreased in each asset class over the period. Gold
help_outline. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). N.A stands for data not available. Options: Dividend Payout, Dividend
assurance that the objective of the scheme
Nifty 200 TRI
Important in deciding if it is a right fund for you. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Find out Kotak Flexicap Fund - Direct Plan asset allocation, Kotak Flexicap Fund - Direct Plan NAV range, Kotak Flexicap Fund - Direct Plan performance, returns and more. in doubt about whether the product is suitable
Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. for them. Kotak Select Focus Fund is renamed as Kotak Flexicap Fund with effect from 25th May 2018. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV.