3 Year return

0
Launched on September 2021 (3 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹11371.74 Cr.

Expense Ratio

0.38% (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

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Kotak Mahindra Mutual Fund Managers

HU

Harsha Upadhyaya

Fund Manager since Apr 2022

View Details

Fund House Details

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund Asset management company

AUM ₹384,007.34 Cr.
No. of Schemes 181
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Kotak Mahindra Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Growth

12.92%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout

12.92%

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 NA
Expense Ratio 0.38%
Fund Manager Harsha Upadhyaya
Fund Size ₹11371.74 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

Name Kotak Mahindra Mutual Fund
Launch Date December 1998
Addresss 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051
Contact 18003091490 044-40229101
Email mutual@kotak.com
Website https://www.kotakmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Kotak Multicap Fund?

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 Jun 20 2024 is 19.136

What is the AUM of Kotak Multicap Fund?

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 11371.74 crore.

What is the expense ratio of Kotak Multicap Fund?

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 0.38%

What are the returns of Kotak Multicap Fund since inception?

The Kotak Multicap Fund was launched on Sep 08 2021. The fund has delivered a CAGR of 26.85 since inception.

What is the minimum SIP amount to invest in Kotak Multicap Fund?

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 100.

How do I invest in Kotak Multicap Fund?

  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.

How to start an SIP in Kotak Multicap Fund?

  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.

How do I automate an SIP in Kotak Multicap Fund?

  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.

How can I withdraw/redeem my investment in Kotak Multicap Fund?

  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.