Kotak Standard Multicap Fund - Direct
The Kotak Standard Multicap Fund (Erstwhile Kotak Select Focus) is an actively managed, open-ended equity mutual fund that seeks to provide its investors with long-term capital appreciation through investments in a diversified portfolio of equity stocks of companies across capitalizations and sectors. The Kotak Standard Multicap Fund seeks to identify sectors that are poised to do well in the medium term and invest in them. The fund was launched in September 2009.
Fund Info
Scheme Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 21682.42
Expense Ratio
0.96%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 139427
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Multi-Cap |
| Benchmark Type | Nifty 50 Index |
| Scheme AUM (in Crs.) | ₹ 21682.42 |
| Expense Ratio | 0.96% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 139427 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Portfolio Info
The Kotak Standard Multicap Fund takes targeted exposure to a few sectors that have the potential to perform well over the medium term. The fund invests predominantly in equity stocks of large-cap companies and also makes a nominal investment in cash and cash equivalent instruments to provide it with good liquidity. Presently, the fund invests heavily in the Finance, Energy, Construction, and Technology sectors of the Indian economy.
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
7.66
Reliance Industries Ltd.
Equity
4.90
Larsen & Toubro Ltd.
Equity
4.89
Housing Development Finance Corpn. Ltd.
Equity
4.72
Infosys Ltd.
Equity
4.28
ICICI Bank Ltd.
Equity
3.47
Hero Motocorp Ltd.
Equity
2.89
RBL Bank Ltd.
Equity
2.79
State Bank of India
Equity
2.68
Maruti Suzuki India Ltd.
Equity
2.67
Sector Allocation(%)
Sector
Percent
Automobile
9.35
FMCG
7.72
Financial
34.96
Energy
11.51
Construction
10.45
Objective
The investment objective of the scheme is to generate longterm
capital appreciation from a portfolio of equity and equity
related securities, generally focused on a few selected sectors.
There is no assurance that the investment objective of the
Scheme will be achieved
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• Investment in portfolio of predominantly equity & equity related securities generally focussed on a few selected sectors
Fund Analysis
Formerly known as Kotak Select Focus- the fund belonged to a large cap category which shows in its allocation to large companies at around 80%. The fund proved to be a good investment decision in 2011 market in which it was successful in containing losses. However, it would be interesting to see if the fund mandate would change with its allowance to be flexible in mid and small category and allocation its 19000 crores assets in the market.
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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