Kotak Standard Multicap Fund Overview

Mutual Fund

Kotak Standard Multicap Fund is an open-ended equity fund. The launch date of this fund is 11th September 2009 Kotak Standard Multicap Fund. This fund is managed by Mr. Harsha Upadhyaya. The benchmark of Kotak Standard Multicap Fund is NIFTY 200 TRI.

Kotak Standard Multicap Fund has performing so well over the years. The last five years and three years return of this fund is 18.50% and 16.67%. The return since launch of Kotak Standard Multicap Fund is 14.06% as this fund invests in equity the risk is moderately high of this fund. The minimum lump sum investment for Kotak Standard Multicap Fund is Rs 5000. The minimum SIP investment for Kotak Standard Multicap Fund is RS. 500. The minimum balance of this fund is Rs.1000. The exit load of Kotak Standard Multicap Fund is 1% if you redeem your fund within 365 days. This is a multi-cap mutual fund. Kotak Standard Multicap Fund has 94.41% investment in Indian stocks of which 73.49% is in large-cap stocks, 18.05% in mid cap stocks and 2.4% in small cap stocks. Investors who are looking for long term capital growth they can invest money in this fund. If you are an investor and you have to stay invested at least three to five years for best return. Kotak Standard Multicap Fund comes with two options one is Kotak Standard Multicap Fund Growth and Kotak Standard Multicap Fund Dividend. But it is advisable to invest in Kotak Standard Multicap Fund growth. The AUM size of this fund is Rs.21,682cr. The expense ratio is 2.06% for Kotak Standard Multicap Fund Regular.

Top 10 holdings of Kotak Standard Multicap Fund (04/04/2019)

S.No. Name of Holding Net Assets (%)
1 Reliance Industries Ltd. 7.1
2 HDFC Bank Ltd. 7.01
3 ICICI Bank Ltd. 6.23
4 AXIS Bank Ltd. 5.4
5 Triparty Repo 5.23
6 Larsen and Toubro Ltd. 4.77
7 Infosys Ltd. 4.65
8 Tata Consultancy Services Ltd. 3.66
9 RBL Bank Ltd. 2.67
10 Petronet LNG Ltd. 2.58

Top 5 sectors of Kotak Standard Multicap Fund (04/04/2019)

S.No. Name of Holding Net Assets (%)
1 Bank – Private 24.95
2 IT – Software 8.31
3 Refineries 7.77
4 Industrial Gases and Fuels 6.35
5 Engineering – Construction 5.8

                Kotak Standard Multicap Fund

  • AUM Size- Rs.21,682cr.(as on 28th February 2019) 
  • Expense Ratio- 2.06% (28th February 2019)
  • Launch Date- 11th September 2009 
  • Benchmark- NIFTY 200 TRI
  • Risk- Moderately High
  • Return Since Launch- 14.06%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 9.99 16.67 18.50
S&P BSE 200 TRI 11.26 15.85 14.29
Category 4.88 13.85 15.15
Rank within Category 8 4 4
Number of funds in category 45 42 36

As on Apr 04, 2019

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