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Kotak Standard Multicap Fund Direct-Growth rating rating rating rating rating

PB Recommended Equity Multi Cap

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

15.16%

3 Yrs CAGR returns

14.09%

5 Yrs CAGR returns

12.68%

NAV as on 11 Nov

₹ 39.42 by 0.12 ( 0.31%)

Expense ratio

1.50

Fund Size (Cr)

₹ 26010.02


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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 30.98
Energy 14.57
Construction 11.81
Others 9.16
Technology 6.84
FMCG 5.16
Services 4.76
Automobile 3.48
Engineering 3.11
Health Care 2.11
Top 10 Sectors %
Others 9.39
Crude Oil & Natural Gas 6.97
Banking 6.7
Banking 6.35
Infrastructure 5.2
Banking 4.78
Computer Software 3.52
Computer Software 3.32
Cement 3
Crude Oil & Natural Gas 2.93
Fund house details
Fund House Kotak Mutual Fund
Fund Manager Harsha Upadhyaya
Fund Setup Date 01 Jan 2013
Address 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E)
Contact 022-61152100, 1800222626
Email ID mutual@kotak.com
More About This Fund

What are Multicap Funds?

Mutual Funds that invest the majority of assets under management in equity and equity related instruments in a mix of large-cap, mid-cap and small-cap companies. This investment strategy brings in the benefits of investing in firms with a wide set of market capitalization. Investment in large cap funds makes the portfolio stable and immunes it from market risk, while investment in mid-cap and small-cap space gives a jump to the returns delivered.

Kotak Standard Multicap Fund

Formerly known as the Kotak Select Focus Fund, Kotak Standard Multicap Fund is an open-ended mutual fund scheme that invests across equity securities of companies with diverse market capitalization. It is one of the most popular mutual fund schemes by Kotak Asset Management Company.

Mr. Harsh Upadhyaya is managing the fund for the past 7 years and has been able to deliver exceptional returns throughout his tenure. He believes in placing his bets on equity securities that are going to perform well in the medium term and deliver substantial returns. The investment strategy is to create a diversified portfolio at a sectoral level as well. This helps in effectively mitigating market risk.

The top holdings of the fund include Reliance Industries, HDFC Bank, ICICI Bank, Larsen & Toubro, etc. With majority of the asset allocation in financial services sector, the fund aims to take advantage of the expected future growth of the sector.

What You Gain?

The investment portfolio is largely skewed towards large-cap stocks which makes it relatively safe. Even during a market downturn, large-cap firms tend to be steady and deliver consistent returns. The fund has betted on cyclical as well as defensive sectors.

Because of the flexible nature of the fund, the manager can change the asset allocation as per the market conditions. If the market is performing well, some of the assets can be invested in mid-cap and small-cap firms, whereas during a bear market, the portfolio can be concentrated to large-cap firms to extenuate the market volatility.

What You Could Lose?

There is a wide range of equity stocks to choose from in a multicap fund. It becomes extremely crucial for the fund manager to choose the right stock for investment. If incase, the market sentiment is not in line with the thought process, the returns of the fund can be negatively affected.

Who Should Invest in Kotak Standard Multicap Fund?

  • Individuals with moderate risk appetite, looking for investment instruments that will generate quality returns in the medium to long run can consider this fund for investment.
  • Investors looking to capitalize on the changing market cycles and earn returns through the same should opt for this investment avenue. During different business cycles, the fund managers switch between firms across a range of market capitalization and generate significant returns via this strategy.

How to Invest in this Fund Online?

  • Sign Up/Sign In to Paisabazaar.com and go to ‘Direct Mutual Funds
  • Click on the section of ‘Multi Cap Funds’
  • Type and search directly by the name of Kotak Standard Multicap Fund. Once it opens up, look at the details. You can also compare similar funds as well as use Returns Calculator to calculate the future value of your investment.
  • Click on ‘Invest Now’, select either Lump sum or SIP

Why Paisabazaar?

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FAQs

Q. What is the entry load for Kotak Standard Multicap Fund?
A. There is no applicable entry load for the aforementioned fund.

Q. What is the exit load for this fund?
A. If an investor redeems the purchased units within 1 year of allotment of units, an exit load of 1% is payable by the investor. However, no exit load is levied for redemption of units after 1 year of purchase.

Q. Which is the better mode of investment for Kotak Standard Multicap Fund, SIP or Lump-sum investment?
A. Since the aforementioned fund is an equity fund, it is advisable to invest via Systematic Investment Plan (SIP) to average out the cost of units purchased. SIPs effectively counter the risk arising out of market fluctuations.

Q. How are returns from this fund Taxed?
A. If returns are withdrawn before one year of investment, Short Term Capital Gains Tax of 15% is levied. Long Term Capital Gains Tax above capital gains of ₹1 lakh is levied on returns withdrawn after 1 year of investment.

Q. What are the Best Multicap Funds to invest in 2019?
A. Here is a list of top performing Multicap Funds one can consider investing in 2019:
Axis Focused 25 Fund
Kotak Standard Multicap Fund
Motilal Oswal Multicap 35 Fund
Aditya Birla Sun Life Equity Fund
SBI Magnum Multicap Fund