Kotak Standard Multicap Fund- Regular Plan – AUM, NAV, Returns and more

Kotak Standard Multicap Fund is an Open-ended, large-cap category fund launched in 2009 by Kotak Mahindra Asset Management Company Ltd. The fund manager name is Harsha Upadhyaya. The risk in this fund is below average but the returns are above average. In this article, we will do a detailed analysis of the Kotak Standard Multicap Fund, we will dig deep into its AUM, NAV, Returns & more.

Kotak Standard Multicap Fund


Kotak Standard Multicap Fund Ranking

Crisil MF Rank NA

Background of Kotak Standard Multicap Fund

Name of Fund Kotak Standard Multicap Fund-Regular Plan
Type of Fund ( Open / Close) Open-ended
Category of Fund Equity: Multi-Cap
Fund Manager Harsha Upadhyaya
Launch Date 1-Sep-2009

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  1. Invest in Mutual FundOpen Demat Account


Kotak Standard Multicap Fund Performance

Risk Grade Below Average
Return Grade Above Average
NAV (as on current Date) Rs. 33.03 as on Dec 14, 2018
Net Asset (as on current date) Rs. 21369.3 crore as on Nov 30, 2018

Fund Portfolio Characteristics

Total Stock/Securities 56
Total Bonds
Avg Market Cap (in cr) 111298
Portfolio P/B Ratio 3.38
Portfolio P/E Ratio 27.06
3Y Earning Growth (%) 3.17

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Kotak Standard Multicap Fund Composition

Equity 92.72%
Debt 0.58%
Cash 6.70%
Debentures
Bonds
NON Convertibles
Zero Coupons
Bonds (short term)
Repo

Kotak Standard Multicap Fund Risk Analysis

Standard Deviation 14.62
Sharpe Ratio 0.47
Beta 0.94
R Square 0.97
Alpha 0.91

Kotak Standard Multicap Fund NAV – Yearly

2018 33.03
2017 33.58
2016 25
2015 22.85
2014 22.19
52 Week High (NAV) 35.73
52 Week Low (NAV) 30.32

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Kotak Standard Multicap Fund Returns – Yearly

2018 -1.660%
2017 34.310%
2016 9.440%
2015 2.960%
2014 57.870%

Kotak Standard Multicap Fund AUM

2018 21089
2017 15587
2016 6726
2015 3475
2014 1290

Multicap Fund Expense Ratio

2018
2017 2.020%
2016 2.100%
2015 2.210%
2014 2.490%

Kotak Standard Multicap Fund Quarterly Returns

2018 Q1 -5.270%
2018 Q2 3.040%
2018 Q3 -0.180%
2018 Q4
2017 Q1 14.950%
2017 Q2 5.240%
2017 Q3 3.590%
2017 Q4 7.180%
2016 Q1 -3.000%
2016 Q2 10.010%
2016 Q3 8.280%
2016 Q4 -5.280%
2015 Q1 2.780%
2015 Q2 0.250%
2015 Q3 0.180%
2015 Q4 -0.260%
2014 Q1 7.140%
2014 Q2 20.120%
2014 Q3 9.490%
2014 Q4 12.040%

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Kotak Standard Multicap Fund Weightage by Sector

1 Financial (35.94%)
2 Energy (13.23%)
3 Construction (10.25%)
4 Technology (7.63%)
5 FMCG (6.31%)
6 Automobile (6.16%)
7 Healthcare (3.68%)
8 Services (3.13%)
9 Engineering (2.78%)
10 Metals (1.56%)

Fund Weightage by Securities Holding

1 HDFC Bank (7.29%)
2 Reliance Industries (6.56%)
3 ICICI Bank(6.32%)
4 Larsen & Toubro (5.30%)
5 Infosys (4.29%)
6 Axis Bank (3.81%)
7 Tata Consultancy Services (3.18%)
8 State Bank of India (2.73%)
9 HDFC (2.70%)
10 ITC (2.61%)

Fund Investment Information

AMC Kotak Mahindra Asset Management Company Ltd
Registrar Computer Age Management Services Ltd.
Minimum Investment 5000
Minimum SIP Investment 1000
Exit Load 1% for redemption within 365 days

Conclusion:

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


Invest in Kotak Standard Multicap Fund– Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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