Kotak Standard Multicap Fund - Growth

(Erstwhile Kotak Select Focus Fund - Growth)

Category: Equity: Multi Cap
Launch Date: 11-09-2009
Asset Class: Equity
Benchmark: Nifty 200 TRI
Expense Ratio: 2.14% As on ( 30-06-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 21,271.15 Cr As on ( 31-07-2018)
Turn over: 27.12
NAV as on 17-08-2018

34.942

0.22 ( 0.6239% )

CAGR Since Inception

15.03%

Nifty 200 TRI 14.79%

PERFORMANCE of Kotak Standard Multicap Fund - Growth

Scheme Performance (%) Data as on - 17-08-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Standard Multicap Fund - Growth 10.76 13.08 23.43 - 15.03
NIFTY 200 TRI 15.44 12.48 18.99 11.81 14.79
Equity: Multi Cap 9.92 10.16 20.85 14.04 15.07

Yearly Performance (%)

Fund Managers

Mr. Harsha Upadhyaya

Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA. Prior to joining Kotak Mutual fund he has worked with DSP BlackRock Investment Managers Ltd. and UTI AMC.

Investment Objective

The objective of the scheme is to provide returns that correspond to the total returns of CNX PSU Bank Index.

RETURNS CALCULATOR for Kotak Standard Multicap Fund - 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.

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Key Performance and Risk Statistics of Kotak Standard Multicap Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Standard Multicap Fund - Growth 14.14 0.73 2.95 1.01 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Kotak Standard Multicap Fund - Growth

Period
Data as on - 17-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Standard Multicap Fund - Growth 11-09-2009 10.76 16.53 13.08 23.43 0.0
UTI - Equity Fund-Growth Option 01-08-2005 23.02 16.39 11.98 20.89 15.3
UTI - Equity Fund-Income Option 18-05-1992 23.02 16.33 11.89 20.8 15.23
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 20.13 18.6 14.09 20.86 0.0
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 17.78 19.34 12.46 0.0 0.0
Edelweiss Multi-Cap Fund - Regular Plan - Dividend Option 27-01-2015 17.08 18.99 12.24 0.0 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 15.91 14.14 11.83 22.04 13.99
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 14.67 17.65 10.26 17.94 14.78
ICICI Prudential Multicap Fund - Dividend 01-10-1994 14.13 12.86 10.77 21.09 13.2
Canara Robeco Equity Diversified fund - Regular Plan - Dividend 16-09-2003 13.94 16.92 9.6 17.23 21.5

PORTFOLIO ANALYSIS of Kotak Standard Multicap Fund - Growth

Asset Allocation (%)

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