3 Year return
28.17%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹14541.21 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.
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
Fund Holdings
Kotak Mahindra Mutual Fund Managers
HU
Harsha Upadhyaya
Fund Manager since Apr 2022
Fund House Details
Kotak Mahindra Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Nippon India Multi Cap Fund |
29.32% |
4 |
Mahindra Manulife Multi Cap Fund |
24.07% |
3 |
Quant Active Fund |
22.44% |
4 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan Growth
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Reinvestment
About Kotak Multicap Fund
Kotak Multicap Fund is a mutual fund investment scheme promoted by Kotal Mutual Fund. Categorised as a multicap fund, the scheme invests in a diversified portfolio of high-quality equity and equity-related instruments from large, mid, and small-cap companies. It is an open-ended fund. The fund is continuously accepting new investments and redeeming old investments. This makes it a good option for investors who want to invest or redeem their units at any time. The fund’s expense ratio is lower than the average expense ratio of other multi-cap funds. The fund has a reinvestment option meaning the dividend and interest income earned on the scheme is reinvested back into the fund to enhance the overall performance.
Investment Objectives of the Scheme
The investment objective of the Kotak Multicap Fund Direct Plan IDCW Reinvestment is to generate long-term capital appreciation. The fund’s diversified portfolio consists of large, mid, and small-cap company stocks. The fund uses a bottom-up approach to identify investment opportunities. The fund manager evaluates the fundamentals of individual companies to determine their potential for growth before adding them to the portfolio and investing in companies with the potential to deliver above-average returns over the long term.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.38% |
Fund Manager | Harsha Upadhyaya |
Fund Size | ₹14541.21 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
Since Kotak Multicap Fund Direct Plan IDCW Reinvestment has a high to moderate level of risk, investors should be comfortable with taking higher risks and also have a long-term investment horizon. However, you must do your own research and understand the risks involved in investing in multi-cap funds.
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 |
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.
Use SIPs To Safeguard Your Child’s Education
FAQs
What is today's NAV of Kotak Multicap Fund Direct Plan IDCW Reinvestment?
What is the AUM of Kotak Multicap Fund Direct Plan IDCW Reinvestment?
What is the expense ratio of Kotak Multicap Fund Direct Plan IDCW Reinvestment?
What are the returns of Kotak Multicap Fund Direct Plan IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in Kotak Multicap Fund Direct Plan IDCW Reinvestment?
How do I invest in Kotak Multicap Fund Direct Plan IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Multicap Fund Direct Plan IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Multicap Fund Direct Plan IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Multicap Fund Direct Plan IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.