Kotak Multicap Fund-Regular Plan-Growth
| Category: Equity: Multi Cap |
| Launch Date: 03-09-2021 |
| Asset Class: |
| Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
| Expense Ratio: 0.0% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 18,854.4 Cr As on (31-07-2025) |
| Turn over: 71.46 |
NAV as on 19-08-2025
19.014
0.2 (1.0413%)
CAGR Since Inception
18.03%
NIFTY500 MULTICAP 50:25:25 TRI 16.08%
PERFORMANCE of Kotak Multicap Fund-Regular Plan-Growth
Scheme Performance (%) Data as on - 19-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Kotak Multicap Fund-Regular Plan-Growth | -0.36 | 23.46 | - | - | 18.03 |
| NIFTY500 MULTICAP 50:25:25 TRI | 0.28 | 18.72 | 23.97 | 14.78 | 16.08 |
| Equity: Multi Cap | 1.09 | 19.49 | 23.73 | 14.33 | 15.12 |
Yearly Performance (%)
Fund Managers
FM 1 Mr. Devender Singal, FM 2 Mr. Abhishek Bisen
Investment Objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalizationThere is no assurance that the investment objective of the Scheme will be achieved.
RETURNS CALCULATOR for Kotak Multicap Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Key Performance and Risk Statistics of Kotak Multicap Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Multicap Fund-Regular Plan-Growth | 15.75 | 1.13 | 2.8 | 1.04 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Kotak Multicap Fund-Regular Plan-Growth | 03-09-2021 | -0.36 | 23.64 | 23.46 | 0.0 | 0.0 |
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 18-06-2024 | 18.15 | 0.0 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 8.75 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 6.83 | 21.43 | 17.43 | 0.0 | 0.0 |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 3.73 | 22.21 | 23.96 | 29.68 | 14.48 |
| Mirae Asset Multicap Fund - Regular Plan - Growth | 01-08-2023 | 2.91 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 2.76 | 25.83 | 21.81 | 0.0 | 0.0 |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 2.74 | 20.77 | 0.0 | 0.0 | 0.0 |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 01-01-2013 | 2.4 | 19.78 | 16.78 | 21.77 | 13.87 |
| Franklin India Multi Cap Fund - Growth | 05-07-2024 | 1.75 | 0.0 | 0.0 | 0.0 | 0.0 |
PORTFOLIO ANALYSIS of Kotak Multicap Fund-Regular Plan-Growth
Portfolio as on