Kotak Multicap Fund (IDCW) RI - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Kotak Multicap Fund (IDCW) RI (42302) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Multicap Fund (IDCW) RI
Kotak Mahindra Asset Management Company Ltd
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization. However, there is no assurance that the objective of the scheme will be realized.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Average Quality
Kotak Multicap Fund (IDCW) RI - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Maruti Suzuki India Ltd | Automobile | 6.02% |
| State Bank of India | Banks | 3.97% |
| Hero MotoCorp Ltd | Automobile | 3.56% |
| Radico Khaitan Ltd | Alcoholic Beverages | 2.80% |
| Hindustan Petroleum Corporation Ltd | Refineries | 2.70% |
| Poonawalla Fincorp Ltd | Finance | 2.63% |
| Eternal Ltd | E-Commerce/App based Aggregator | 2.61% |
| Mphasis Ltd | IT - Software | 2.52% |
| ITC Ltd | Tobacco Products | 2.51% |
| Power Finance Corporation Ltd | Finance | 2.32% |
Sector Breakdown
Compare against Multi Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Multi Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Multi Cap Fund category
Kotak Multicap Fund (IDCW) RI vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| ICICI Pru Multicap Fund - Direct (G) | ₹897.43 | 14.97% | -2.69% | 21.04% |
| ICICI Pru Multicap Fund - (G) | ₹802.66 | 14.51% | -3.46% | 20.04% |
| Quant Multi Cap Fund - Direct (G) | ₹683.55 | 13.06% | -14.66% | 13.21% |
| Quant Multi Cap Fund (G) | ₹625.40 | 12.41% | -15.64% | 11.93% |
| Sundaram Multi Cap Fund - Direct (G) | ₹436.92 | 18.12% | -0.22% | 17.40% |
| Sundaram Multi Cap Fund (G) | ₹391.48 | 17.50% | -1.27% | 16.12% |
| Nippon India Multi Cap Fund - Direct (G) | ₹334.12 | 20.40% | 1.07% | 23.82% |
| Nippon India Multi Cap Fund - Direct (B) | ₹334.12 | 20.40% | 1.07% | 23.82% |
| Baroda BNP Paribas Multi Cap Fund-Dir (G) | ₹325.75 | 16.86% | -1.21% | 20.35% |
| Nippon India Multi Cap Fund (G) | ₹303.91 | 19.92% | 0.26% | 22.86% |
Category Average Returns
Devender Singhal
A seasoned investment professional with over 4 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.