Kotak Multi Cap Fund
How ₹10,000 has grown
Returns
| Period | This fund | Category | Rank |
|---|---|---|---|
| 1 month | -6.3% | ||
| 6 months | -3.8% | ||
| This yearsince 31 Dec | -6.6% | ||
| 1 year | -6.1% a year | -3.1% a year | 21 of 31 |
| 3 yearsannualised | +13.9% a year | +12.1% a year | 8 of 23 |
| 5 yearsannualised | +13.3% a year | +10.6% a year | 2 of 9 |
| 10 yearsannualised | not old enough | ||
| Since launch6 Oct 2021 | +13.3% a year |
If you had run a SIP
Year by year
How bumpy the ride has been
High swing. Real swings. Expect years where it falls by a fifth or more before it recovers.
What it is, in plain words
The Fund spreads money fairly evenly across big, medium, and small companies. It's a large, well-backed fund that has outperformed its benchmark over one, three, and five years, a good track record for a fund still fairly young. The fund manager also trades quite often, which can quietly add to costs if it doesn't consistently pay off. It carries a high risk label, meaning its value can swing significantly over shorter periods.
Holds The fund consists of 98.49% equities and 1.51% debt & Money market..
Measured against It is an Indian stock market index that tracks the performance of 500 large, mid, and small-cap companies from the Nifty 500 universe. It fixes segment weights at 50% large-cap, 25% mid-cap, and 25% small-cap, rebalancing quarterly, and accounts for total returns via TRI (Total Return Index) by assuming dividends are reinvested.
Fund facts
More funds in The Whole Hive
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Crowwd Network India Private Limited is an AMFI-registered Mutual Fund Distributor, ARN-364802. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. This page describes how Kotak Multi Cap Fund has behaved using NAV history published by AMFI; returns are of the Regular plan, growth option, and past performance does not guarantee future returns. It is information, not advice, and no fund is recommended to you. Category averages and ranks are computed by Crowwd across the open-ended Regular growth schemes in the same AMFI category and are not official rankings.