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Kotak Standard Multicap Fund

Medium RiskMorning Star5 / 5
Kotak Standard Multicap Fund
Issued by:Kotak Mahindra Asset Management Company Limited
Unit Price (NAV) :
Minimum investment:
Kotak Standard Multicap Fund

Kotak Standard Multicap Fund

About this Fund

Kotak Standard Multicap Fund seeks to generate long term capital appreciation by identifying sectors which are likely to do well over the medium term and take a focussed exposure on the same.

Kotak Standard Multicap Fund6.73%7.42%10.68%

Projected Returns

Investment ofper month
gives returns of :
at 6.16% / annum
in 5 years
for a time period of
Returnsbased on historic SIP returns of 6.16% per annum
+ 6.16

Fund Details

Fund Size(AUM) i
Morningstar Ratings 5i
Asset class Equity
Category Multi Cap Fund

Fund Portfolio Data & Volatility Analysis

Expense ratio 0.73i
Beta 0.95i
Standard Deviation 20.75i

About this Fund

Fund Manager

Harsha Upadhyaya

Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.He is managing the Kotak Standard Multicap Fund since January 2013 and prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.

Tax Implications

If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. No tax is to be paid as long as you continue to hold the units.

Exit Load

1% for redemption within 365 days

Kotak Standard Multicap Fund