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EQUITY•MULTI CAP FUND

Kotak Multicap Fund

3 Year return

23.56%
NAV on December 12, 2025
21.022
1D Returns
+0.14%
Launched on September 2021(4 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
46.22%₹1,664
Total Value ₹5,264

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹22,281.34 Cr.
Expense Ratio
0.45% (inclusive of GST)
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.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Kotak Mahindra Mutual Fund Manager

AB

Abhishek Bisen

Fund Manager since Oct 2022

DS

Devender Singhal

Fund Manager since Feb 2021

Fund House Details

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund

Asset management company

AUM
₹5,66,981.82 Cr.
No. of Schemes
248
Setup Date
1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Nippon India Multi Cap Fund21.7702%
4
Mahindra Manulife Multi Cap Fund20.0265%
3
Baroda BNP Paribas Multi Cap Fund18.6232%
3.5

Schemes by Kotak Mahindra Mutual Fund

List of mutual fund schemes by AMC

About Kotak Multicap Fund Direct Plan Growth

The Kotak Multicap Fund Direct Plan Growth is a mutual fund scheme under Kotak Mahindra Mutual Fund that falls within the multi-cap category. This fund is termed a medium-sized fund in its category. Notably, the fund boasts a competitive expense ratio lower than that of most other multi-cap funds in the market. The Kotak Multicap Fund - Direct Plan is required to allocate a minimum of 25% of its assets to large-cap, mid-cap, and small-cap stocks each.

Investment Objective of the Scheme

The Kotak Multicap Fund Direct Plan Growth is designed to achieve long-term capital growth by investing in a diverse range of equities and equity-related securities across different market capitalisations. It strategically selects investments in prominent companies.

Key Features of The Fund

5-year return
0%
Expense Ratio
0.45%
Fund Manager
Abhishek Bisen
Fund Size
₹22281.34 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you are someone with a moderate risk tolerance and want a steady income, you can consider the Kotak Multicap Fund Direct plan with a Growth option. This fund could be a good choice if you wish to generate long-term income. However, before investing, make sure to carefully think about your financial goals and how much risk you are comfortable taking. Doing this will help you make smart and informed decisions for your investments.

AMC Contact Details

NameKotak Mahindra Mutual Fund
Launch DateN/A
AddressN/A
ContactN/A
EmailN/A
WebsiteN/A
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Kotak Multicap Fund on December 12, 2025, is ₹21.022
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Kotak Multicap Fund, is ₹22281.34 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Kotak Multicap Fund is 0.45%
The Kotak Multicap Fund was launched on September 08, 2021. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Kotak Multicap Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,264 in 3Y at 23.5586% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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