Kotak Standard Multicap Fund - Direct

Scheme Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 20100.25
Expense Ratio
0.92%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 139427
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
35.12
(-0.45 %)
NAV as on 2019-01-18
Returns
Fund
Kotak Standard Multicap Fund - Direct
1 Year
-1.87%
3 Year
17.82%
5 Year
19.93%
AMC Details
amc launch date
Launch Date
23 Jun 1998
amc sponsor
Sponsor
NA
amc email
Email
fundaccops@kotakmutual.com
amc phone
Phone
022 - 66384444
amc address
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 within 1 year. Same for SIP.
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
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,967
Portfolio Value
-33
Total Returns