3 Year return
14.45%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹50582.01 Cr.
Expense Ratio
0.59% (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
|
|---|---|---|
|
JM Flexicap Fund |
25.08% |
2.5 |
|
Quant Flexi Cap Fund |
18.96% |
0 |
|
Parag Parikh Flexi Cap Fund |
16.2% |
3.5 |
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
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Reinvestment of IDCW Reinvestment
Equity . Sectoral / Thematic
Kotak Banking and Financial Services Fund Direct Plan Growth
Equity . Sectoral / Thematic
Kotak Banking and Financial Services Fund Direct Plan IDCW Payout Payout
About Kotak Flexi Cap Fund Growth Direct
The Kotak Flexi Cap Fund Growth Direct falls under the Kotak Mahindra Mutual Fund House, and is an open-ended equity scheme. This flexicap fund focuses on various promising and prominent sectors in the current market cycle. The scheme is categorised under the flexi-cap funds, which means that it holds the flexibility to invest in stocks of a diverse range of companies. The scheme is also direct, which allows you to invest with the Kotak Mahindra Mutual Fund House directly, making it possible to avoid additional expenses.
Investment Objective of the Scheme
The Kotak Flexi Cap Fund Growth Direct, through a portfolio that usually focuses on a selected group of sectors, aims to generate long term capital growth. The scheme focuses on identifying sectors which may be predicted to do well during the medium term. The scheme follows a focused strategy and is very well positioned, which enables them in capturing different themes.
Key Features of The Fund
| 5-year return | 17.19% |
| Expense Ratio | 0.59% |
| Fund Manager | Harsha Upadhyaya |
| Fund Size | ₹50582.01 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
If you are looking for a regular source of income, Kotak Flexi Cap Fund Growth Direct is a great option to consider. The risk grade for investing in this fund is below average, and it has a low expense ratio. Take into consideration your financial plans and your risk appetite before going ahead with investing in this scheme.
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.
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FAQs
What is today's NAV of Kotak Flexicap Fund?
What is the AUM of Kotak Flexicap Fund?
What is the expense ratio of Kotak Flexicap Fund?
What are the returns of Kotak Flexicap Fund since inception?
What is the minimum SIP amount to invest in Kotak Flexicap Fund?
How do I invest in Kotak Flexicap Fund?
- 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 Flexicap Fund?
- 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 Flexicap Fund?
- 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 Flexicap Fund?
- 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.
