Kotak Standard Multicap Fund - Growth
(Erstwhile Kotak Select Focus Fund - Growth)
| Category: Equity: Multi Cap |
| Launch Date: 05-09-2009 |
| Asset Class: Equity |
| Benchmark: NIFTY 200 TRI |
| Expense Ratio: 1.63% As on ( 31-12-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 29,597.85 Cr As on ( 31-12-2019) |
| Turn over: 14.42 |
PERFORMANCE of Kotak Standard Multicap Fund - Growth
Scheme Performance (%) Data as on - 20-01-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Kotak Standard Multicap Fund - Growth | 14.76 | 13.63 | 10.3 | 13.47 | 13.74 |
| NIFTY 200 TRI | 12.38 | 13.77 | 9.09 | 9.88 | 13.83 |
| Equity: Multi Cap | 12.24 | 11.3 | 7.67 | 11.25 | 13.35 |
Yearly Performance (%)
Fund Managers
Mr. Harsha Upadhyaya
Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA. Prior to joining Kotak Mutual fund he has worked with DSP BlackRock Investment Managers Ltd. and UTI AMC.
Investment Objective
The objective of the scheme is to provide returns that correspond to the total returns of CNX PSU Bank Index.
RETURNS CALCULATOR for Kotak Standard Multicap Fund - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Kotak Standard Multicap Fund - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Standard Multicap Fund - Growth | 14.14 | 0.73 | 2.95 | 1.01 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |
PEER COMPARISION of Kotak Standard Multicap Fund - Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Kotak Standard Multicap Fund - Growth | 05-09-2009 | 14.76 | 5.57 | 13.63 | 10.3 | 13.47 |
| DSP Equity Fund - Regular Plan - Growth | 29-04-1997 | 22.02 | 4.9 | 13.8 | 8.85 | 11.38 |
| JM Multicap Fund - Growth option | 23-09-2008 | 19.86 | 5.23 | 13.84 | 9.8 | 8.7 |
| Axis Multicap Fund - Regular Plan - Growth | 05-11-2017 | 19.24 | 12.37 | 0.0 | 0.0 | 0.0 |
| BNP PARIBAS MULTI CAP Fund-Growth Option | 15-09-2005 | 17.85 | 1.1 | 11.62 | 8.89 | 12.8 |
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 05-05-2013 | 16.57 | 6.71 | 14.35 | 10.92 | 0.0 |
| L&T Focused Equity Fund - Regular Plan - Growth Option | 29-10-2018 | 16.38 | 0.0 | 0.0 | 0.0 | 0.0 |
| Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth | 05-05-2017 | 15.78 | 2.28 | 0.0 | 0.0 | 0.0 |
| PGIM India Diversified Equity Fund - Regular Plan - Growth Option | 25-02-2015 | 15.24 | 1.79 | 11.34 | 0.0 | 0.0 |
| LIC MF Multicap Fund-Regular Plan-Growth | 15-04-1993 | 15.23 | 2.58 | 9.47 | 4.07 | 7.42 |