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

Kotak Flexicap Growth Direct Plan

NAV
₹89.8940
-3.43%
(19 Mar)
AUM
56,853 Cr
TER
0.6%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+7.3%
+6.7%
+6.2%
+5.8%
+4.7%
-6.1%
3Y
+20.9%
+21.8%
+15.9%
+15.9%
+19.7%
+19.9%
5Y
NA
+18.9%
+13.2%
+13.5%
+19.1%
+11.5%
ALL
+20.3%
+24.9%
+15.5%
+12.3%
+15.8%
+16.0%
VOL
15.4%
16.7%
15.8%
-
17.2%
16.8%
TER
0.4%
0.5%
0.6%
-
0.7%
0.8%
AUM
₹1,267 Cr
₹2,186 Cr
₹56,853 Cr
-
₹1,00,455 Cr
₹12,890 Cr
INFO
1.32
1.49
0.98
-
0.92
0.95
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 Jan
Top holdings
HDFC Bank Ltd
6.5%
Bharat Electronics Ltd
6.4%
ICICI Bank Ltd
5.3%
State Bank of India
4.5%
Axis Bank Ltd
3.9%
Jindal Steel Ltd
3.8%
Larsen & Toubro Ltd
3.7%
SRF Ltd
3.1%
Eternal Ltd
3.1%
UltraTech Cement Ltd
3.1%
Top industry exposure
Financial Services
29.7%
Industrials
18.4%
Basic Materials
14.8%
Consumer Cyclical
11.1%
Technology
7.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
8%
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