|Bank of Baroda||Banks||Equity||3.15%|
|NTPC||Power Generation & Distribution||Equity||3.06%|
|Kalpataru Proj.||Capital Goods - Electrical Equipment||Equity||2.55%|
|Zomato Ltd||E-Commerce/App based Aggregator||Equity||2.06%|
|Navneet Educat.||Printing & Stationery||Equity||2.03%|
|Tech Mahindra||IT - Software||Equity||1.85%|
|Ashoka Buildcon||Infrastructure Developers & Operators||Equity||1.68%|
|GAIL (India)||Gas Distribution||Equity||1.62%|
|Radico Khaitan||Alcoholic Beverages||Equity||1.57%|
|Firstsour.Solu.||IT - Software||Equity||1.47%|
|Sun TV Network||Entertainment||Equity||1.45%|
|Carborundum Uni.||Capital Goods-Non Electrical Equipment||Equity||1.25%|
|United Spirits||Alcoholic Beverages||Equity||1.24%|
|Rolex Rings||Auto Ancillaries||Equity||1.21%|
|Mphasis||IT - Software||Equity||1.16%|
|United Breweries||Alcoholic Beverages||Equity||1.15%|
|Infosys||IT - Software||Equity||1.09%|
|H P C L||Refineries||Equity||1.09%|
|Jubilant Food.||Quick Service Restaurant||Equity||0.99%|
|J & K Bank||Banks||Equity||0.97%|
|Persistent Sys||IT - Software||Equity||0.95%|
|J B Chem & Pharm||Pharmaceuticals||Equity||0.84%|
|Interglobe Aviat||Air Transport Service||Equity||0.82%|
|HCL Technologies||IT - Software||Equity||0.82%|
|M & M Fin. Serv.||Finance||Equity||0.71%|
|Utkarsh Small F.||Banks||Equity||0.58%|
|Barbeque-Nation||Quick Service Restaurant||Equity||0.15%|
|J K Cements||Cement||Equity||0.11%|
|Pharmaceuticals & Biotech||3.45%|
|Cement & Cement Products||2.04%|
|Printing & Publication||1.97%|
|Commercial Services & Sup||1.38%|
|Aerospace & Defense||1.06%|
|Chemicals & Petrochemical||0.27%|
|Cash & Others||-0.6%|
|Exit Load||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. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.|
The Kotak Multi Cap Fund is a diversified equity scheme launched on September 29, 2021, with a benchmark of Nifty 500 Multicap 50:25:25 Total Return Index. It manages nearly Rs 4125 crores of total assets under it. This fund is being managed by Mr. Harsha Upadhyaya, Mr. Abhishek Bisen, Mr. Devender Singhal, and Mr. Arjun Khanna.
Pros & Cons
Kotak Multi Cap has a relatively lower expense ratio of just 0.67%, making it a very profitable fund to invest in.
|A very high AUM of this fund gets the investor lower returns in the future than what they had originally invested.|
|The annualised returns during 1Y, 5Y, and 10Y are higher than the fund’s category average.||The 3Y annualised returns tend to be lower than its category average by 0.06 %.|
|For long-term investors, it especially proves to be useful owing to its returns and stock valuation.|
How to invest?
5paisa makes it convenient and easy for investors to make investment transactions in the Kotak Multi Cap fund, regardless of their experience or finances. The procedure is simplified, taking only a small period of time to be completed, and does not include much complex paperwork at any point because most of it is online and virtual.
Investing in the Kotak Multi Cap fund requires a healthy amount of wealth on the investor’s part, as the market of this fund is highly risky. Only if you are a conditioned and well-versed investor should you proceed.
What is the expense ratio of the Kotak Multi Cap Fund?
When it comes to the Kotak Multi Cap fund, the Expense Ratio is the proportion visualising the yearly fees to be obligatorily paid to the Kotak company for the firm’s management of the shareholder’s interests in the fund.
Who should invest?
According to SEBI regulations, investors in Kotak Multi Cap funds do not need to be particular and scrupulous in their approach to investment. Based on market capitalisation, a large-cap fund can only invest in the stocks of the top 100 firms.
Along similar lines, small-cap funds can invest in companies that are ranked below 250 and below so. But Kotak Multi Cap fund may overlook this criterion without a problem.
Investors choosing Kotak Multi Cap funds are exposed to the many risks which come with dabbling in the stock market. In the short and medium-term markets, there can be much volatility. Thus, investors need to be aware of these before considering investments in Kotak Multi cap.
It is also essential that investors have to set out a clearly outlined investment path and strategy while investing in the Kotak Multi Cap fund.
What are the benefits of investing in the Kotak Multi Cap Fund?
- Since its inception, the Kotak Multi Cap Fund has consistently returned an average of 6.73% annually for its investors (CAGR).
- To date, no investor has, for at least five years, experienced a loss in their positions. Over a 5-year time horizon, the fund has provided a minimum return of 10%, palpably above its benchmark.
- Since markets are at an all-time high, investors get confused as to where to invest their precious money. Kotak Multi Cap fund helps them to choose the stability of Large-cap funds while getting the benefits of small and mid-cap categories.
- Kotak Multicap Fund gives investors the features and power of all the diverse cap funds in a unified package. This fund invests in the optimal combination of large-cap, mid-cap, and small-cap stocks that coordinate collectively as a dream team and create win-win opportunities for the investor.
- This fund is highly adjustable. When the economy is booming, the fund manager can select higher exposure in small-cap and mid-cap stocks so as to take advantage of their rapid growth. On the other hand, when the economy is in recession, a higher exposure in large-cap stocks may be easily chosen.
Harsha Upadhyaya - Fund Management and Equity Research - Fund Manager
Harsha Upadhyaya has 23 years of experience in the field. He is a Certified Treasury Analyst and Treasury MBA at the Indian Institute of Management in Lucknow. He also holds a bachelor’s degree in mechanical engineering from the National Institute of Technology of Suratkal. Mr Upadhyaya has been involved in fund management and equity research for over 20 years. As of March 2019, he currently manages over Rs. 625 billion in assets and manages funds.
- Fund Name
- Fund Size
- 3Y Returns
- Nippon India Multi Cap Fund – Direct Growth
31.9%Fund Size - 20,192
40%Fund Size - 20,192
19.2%Fund Size - 20,192
- Quant Active Fund – Direct Growth
19.7%Fund Size - 5,688
34.7%Fund Size - 5,688
24.9%Fund Size - 5,688
- Mahindra Manulife Multi Cap Fund – Direct Growth
28.1%Fund Size - 2,119
33.7%Fund Size - 2,119
22%Fund Size - 2,119
- Kotak India Growth Fund Series IV – Direct Growth
27%Fund Size - 111
30.8%Fund Size - 111
23.3%Fund Size - 111
- ICICI Pru Multicap Fund – Direct Growth
26.7%Fund Size - 8,564
30.5%Fund Size - 8,564
15.3%Fund Size - 8,564
AMC Contact Details
Frequently Asked Questions
How to invest in Kotak Multicap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Multicap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Multicap Fund – Direct Growth ?
How to redeem Kotak Multicap Fund – Direct Growth holding ?
What is the minimum sip amount of Kotak Multicap Fund – Direct Growth?
What are the top sectors Kotak Multicap Fund – Direct Growth has invested in?
- Banks - 12.85%
- Automobiles - 9.79%
- Finance - 8.7%
- Debt - 6.1%
- Construction - 5.67%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Multicap Fund – Direct Growth?
How much returns have Kotak Multicap Fund – Direct Growth generated ?
What is the expense ratio of Kotak Multicap Fund – Direct Growth ?
What is the AUM of Kotak Multicap Fund – Direct Growth?
What are the top stock holdings of Kotak Multicap Fund – Direct Growth?
How can I redeem my investments in Kotak Multicap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Multicap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock-in period for Kotak Multicap Fund - Direct Growth?
No, there is no lock-in period for Kotak Multicap Fund – Direct Growth.