Comprehensive analysis of Kotak Flexi Cap Fund - Direct (IDCW) (17538) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Mahindra Asset Management Company Ltd
To generate long-term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Good Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Market exposure level
Recent performance momentum
Historical performance consistency
Fund management costs
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 2.16% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 7.37% |
| ICICI Bank Ltd | Banks | 6.99% |
| Bharat Electronics Ltd | Aerospace & Defence | 6.61% |
| Bharat Electronics Ltd | Aerospace & Defence | 6.18% |
| HDFC Bank Ltd | Banks | 6.06% |
| HDFC Bank Ltd | Banks | 5.84% |
| UltraTech Cement Ltd | Cement | 3.96% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.82% |
| UltraTech Cement Ltd | Cement | 3.80% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.75% |
Compare against Flexi Cap Fund category average
This comparison shows how the fund performs relative to the Flexi Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Flexi Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Flexi Cap Fund - Direct (G) | ₹2178.21 | 7.44% | 11.05% | 28.57% |
| Aditya Birla SL Flexi Cap Fund - Direct (G) | ₹2022.81 | 6.79% | 9.32% | 23.00% |
| HDFC Flexi Cap Fund - (G) | ₹1992.97 | 7.10% | 10.33% | 27.73% |
| Franklin India Flexi Cap Fund - Direct (G) | ₹1850.88 | 3.60% | 7.07% | 25.48% |
| Aditya Birla SL Flexi Cap Fund (G) | ₹1810.76 | 6.38% | 8.46% | 22.01% |
| Franklin India Flexi Cap Fund - (G) | ₹1663.21 | 3.20% | 6.23% | 24.52% |
| Canara Robeco Flexi Cap Fund - Direct (G) | ₹385.96 | 6.12% | 7.86% | 21.65% |
| UTI-Flexi Cap Fund - Direct (G) | ₹352.87 | 3.39% | 8.68% | 16.25% |
| Canara Robeco Flexi Cap Fund (G) | ₹344.35 | 5.52% | 6.64% | 20.21% |
| UTI-Flexi Cap Fund (G) | ₹329.12 | 3.07% | 8.00% | 15.41% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.