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you are here: Moneycontrol Mutual Funds Multi Cap Fund Kotak Mahindra Mutual Fund Kotak Standard Multicap Fund - Direct Plan (G)

Kotak Standard Multicap Fund - Direct Plan (G)

Previous Name: Kotak Select Focus Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 120166
34.446 0.05 ( 0.16 %)
NAV as on 22 Feb, 2019
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Very Good performance in the category

The scheme is ranked 1 in Multi Cap Fund category by Crisil (for quarter ended Dec 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 Feb 22, 2019)
Period Returns(%) Rank#
1 Month -1.9 36
3 Months 1.0 26
6 Months -7.7 21
1 Year 1.8 11
2 Years 9.2 12
3 Years 17.5 6
5 Years 19.8 2

# Moneycontrol Rank within 98 Multi Cap Fund 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 -4.5 2.3 0.5 1.7 0.7
2017 14.8 4.8 2.8 6.7 35.3
2016 -3.4 10.6 7.5 -6.8 10.0
2015 3.0 -0.6 -0.9 -0.1 3.9
2014 7.3 20.6 9.2 12.3 59.0

View where it stands within its peers

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Performance

Fund returns v/s Category average (Multi Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -1.9 1 -7.7 1.8 9.2 17.5 19.8
Category average -2.4 -0.8 -9.6 -4.2 5.6 13.4 15.2
Difference of Fund returns and Category returns 0.5 1.8 1.9 6 3.6 4.1 4.6
Best of Category 1.7 4.6 -2.1 11.2 12.5 19.1 20.1
Worst of Category -3.7 -3.1 -15.6 -19.5 -7.3 3.8 9.4
Benchmark returns # -2 0.9 -8.9 0 8.2 14.1 12.9
Difference of Fund returns and Benchmark returns 0.1 0.1 1.2 1.8 1 3.4 6.9
# 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 equity related securities, generally focused on a few selected sectors.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jan 01, 2013

  • Benchmark:

    Nifty 200

  • Asset size (Rs Cr):

    5011.31 ( Dec 31, 2018 )

  • Asset Date:

    Dec 31, 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(%)
Kotak Standard Multicap Fund - Direct Plan (G) 5,011.31 34.5 1.0 -7.7 1.8 17.5 19.8
Aditya Birla Sun Life Equity Fund - Direct Plan (G) 1,826.74 716.5 -0.9 -8.4 -2.2 17.7 19.7
Kotak Standard Multicap Fund - Regular Plan (G) 15,596.70 32.5 0.8 -8.2 0.7 16.2 18.6
HDFC Equity Fund (G) 13,866.53 612.2 0.4 -6.2 -1.6 17.6 15.6
Motilal Oswal Multicap 35 Fund - Direct Plan (G) 4,992.78 25.4 0.2 -10.5 -6.7 16.8 0.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jan 31, 2019
Company Sector Value %Assets
Reliance Oil & Gas 1,404.95 7.09
HDFC Bank Banking/Finance 1,533.94 7.03
ICICI Bank Banking/Finance 1,521.48 6.49
Axis Bank Banking/Finance 1,029.17 5.02
Larsen Engineering 1,085.86 4.86
Infosys Technology 1,051.44 4.76
TCS Technology 805.64 3.72
SBI Banking/Finance 601.98 2.78
RBL Bank Banking/Finance 570.64 2.64
Petronet LNG Oil & Gas 569.13 2.63
Asset Allocation (%) As on Jan 31, 2019
Equity 91.12
Others 1.23
Debt 0.58
Mutual Funds 0.00
Money Market 0.00
Cash / Call 7.07
Sector Allocation (%) As on Jan 31, 2019
Sector %
Banking/Finance 31.96
Oil & Gas 14.10
Technology 8.48
Engineering 6.57
Automotive 5.23
Cement 4.64
Concentration As on Jan 31, 2019
Holdings %
Top 5 30.49
Top 10 91.12
Sectors %
Top 3
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