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.
Scheme Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 21718.09
Expense Ratio
0.92%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 139427
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
23 Jun 1998
Sponsor
NA
Email
fundaccops@kotakmutual.com
Phone
022 - 66384444
Address
3rd Floor, Nariman Bhawan, 229,Nariman Point,, Mumbai - 400 021
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
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Investment per month for 0.5 Years
₹5,994
Portfolio Value
₹-6
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.