Scheme Overview

Kotak Multicap Fund-Regular Plan-Growth

Category: Equity: Multi Cap
Launch Date: 29-09-2021
Asset Class:
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 2.03% As on ( 31-10-2021)
Status: Open Ended for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,611.27 Cr As on ( 31-10-2021)
Turn over:
NAV as on 02-12-2021

9.655

0.1 ( 1.0772% )

CAGR Since Inception

-3.54%

PERFORMANCE of Kotak Multicap Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 02-12-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Multicap Fund-Regular Plan-Growth - - - - -3.54
Benchmark - - - - -
Equity: Multi Cap 49.29 21.9 18.02 17.59 15.81

Yearly Performance (%)

Fund Managers

Abhishek Bisen,Arjun Khanna,Devender Singhal,Harsha Upadhyaya

Investment Objective

The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.

RETURNS CALCULATOR for Kotak Multicap Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Multicap Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Multicap Fund-Regular Plan-Growth - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Kotak Multicap Fund-Regular Plan-Growth

Period :
Data as on - 02-12-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 0.0 0.0 0.0 0.0 0.0
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 69.2 47.67 32.77 26.12 21.88
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 58.8 33.45 26.37 0.0 0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 57.1 22.44 15.99 15.88 16.08
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 52.4 28.8 19.99 18.54 18.35
Baroda Multi Cap Fund - Plan A - Growth Option 12-09-2003 50.95 31.42 23.28 17.32 14.53
Invesco India Multicap Fund - Growth Option 17-03-2008 47.05 28.71 20.13 16.9 19.61
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 45.28 24.5 20.15 16.55 16.47
ICICI Prudential Multicap Fund - Growth 01-10-1994 42.75 22.02 16.5 14.86 16.2
Sundaram Equity Fund Regular Plan - Growth 01-09-2019 42.08 23.86 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Kotak Multicap Fund-Regular Plan-Growth

Asset Allocation (%)

Contact us

NEO TOWER, H. NO. 1048 B,
PLOT NO. 408 , TIRANGA CHOWK, TUNDI ROAD,
GIRIDIH, JHARKHAND - 815301

06532-222222 , 8051588888

support@neowealth.in

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