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you are here: Moneycontrol Mutual Funds Diversified Equity Kotak Mahindra Mutual Fund Kotak Standard Multicap Fund - Regular Plan (G)

Kotak Standard Multicap Fund - Regular Plan (G)

Previous Name: Kotak Select Focus Fund - Regular Plan (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 112090
Fact Sheet Buy
33.611 0.32 ( 0.96 %)
NAV as on 20 Jul, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Kotak Select Focus Fund has been renamed as Kotak Standard Multicap Fund w.e.f. May 25, 2018

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Returns (NAV as on Jul 20, 2018)
Period Returns(%) Rank#
1 Month 1.9 16
3 Months 2.1 24
6 Months -1.4 38
1 Year 7.5 61
2 Years 15.4 53
3 Years 12.0 43
5 Years 21.3 30

# Moneycontrol Rank within 227 Diversified Equity Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -4.7 2.1 - - -
2017 14.5 4.5 2.5 6.4 33.8
2016 -3.7 10.3 7.2 -7.1 8.7
2015 2.8 -0.8 -1.2 -0.4 3.0
2014 7.1 20.3 9.0 12.1 57.8
2013 -9.0 3.4 -1.7 11.2 5.1

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1.9 2.1 -1.4 7.5 15.4 12 21.3
Category average -1.4 -3.9 -7.2 2.6 11.2 7.3 11.3
Difference of Fund returns and Category returns 3.3 6 5.8 4.9 4.2 4.7 10
Best of Category 4.8 9.3 13.1 32.6 25.1 19.7 28.2
Worst of Category -5.9 -15.2 -26.5 -23.1 -2.8 -2.1 6.7
Benchmark returns # 0.7 0.8 -3.3 8.7 13.4 8.9 14.2
Difference of Fund returns and Benchmark returns 1.2 1.3 1.9 -1.2 2 3.1 7.1
# Benchmark Index: NIFTY 200

Investment Information

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and quity related securities, generally focused on a few selected sectors.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

  • Benchmark:

    NIFTY 200

  • Asset size (Rs Cr):

    14381.2 ( Jun 30, 2018 )

  • Asset Date:

    Jun 30, 2018

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Harsha Upadhaya
    View performance of schemes managed by the Fund Manager

  • Notes:

    Kotak Select Focus Fund has been renamed as Kotak Standard Multicap Fund w.e.f. May 25, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    Exit Load of 1% for redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
ICICI Prudential Value Discovery Fund (G) 13,496.56 143.5 -0.6 -4.6 5.0 6.9 22.5
Kotak Standard Multicap Fund - Regular Plan (G) 14,381.20 33.7 2.1 -1.4 7.5 12.0 21.3
Motilal Oswal Multicap 35 Fund - Regular Plan (G) 7,777.54 26.6 -1.6 -3.8 7.5 12.6 0.0
Motilal Oswal Multicap 35 Fund - Direct Plan (G) 5,206.92 27.7 -1.3 -3.3 8.4 13.6 0.0
ICICI Prudential Multi-Asset Fund (G) 10,048.01 245.8 -5.3 -8.5 1.4 9.8 16.8
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 1,525.53 7.78
Larsen Engineering 1,041.50 5.31
Reliance Oil & Gas 921.35 4.70
HDFC Banking/Finance 898.17 4.58
Infosys Technology 714.50 4.08
ICICI Bank Banking/Finance 800.67 3.64
Hero Motocorp Automotive 584.91 2.98
SBI Banking/Finance 512.31 2.82
ITC Tobacco 529.72 2.70
IndusInd Bank Banking/Finance 552.58 2.61
Asset Allocation (%) As on May 31, 2018
Equity 90.51
Others 3.54
Debt 0.84
Mutual Funds 0.00
Money Market 0.00
Cash / Call 5.11
Sector Allocation (%) As on May 31, 2018
Sector %
Banking/Finance 29.20
Oil & Gas 11.03
Automotive 9.36
Engineering 7.55
Technology 5.86
Cement 5.56
Concentration As on May 31, 2018
Holdings %
Top 5 26.45
Top 10 90.51
Sectors %
Top 3 49.59
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