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Multi Cap

Kotak Multicap Fund · Direct · Growth

Kotak Mahindra Mutual Fund

NAV

₹21.1150

as of 30 Sept 2026

Expense Ratio

—

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+3.73%
3Y
+15.93%
5Y
+16.12%
Since Inception
+16.12%

SIP returns (XIRR)

1Y
+2.52%
3Y
+8.40%
5Y
+15.88%
Since Inception
+15.88%

Returns calculated from 08 September 2021 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryMulti Cap
Launch Date08 Sept 2021
AMFI Code149185
Transaction facts
Min. Lumpsum₹100
Min. SIP₹21
Exit Load• For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. • If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% • If units are redeemed or switched out on or after 1 year from the date of allotment: NIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026

portfolio shared with Kotak Multicap Fund-Regular Plan-Growth

Holding% NAV

What this fund does

Kotak Multicap Fund · Direct · Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

Kotak Multicap Fund · Direct · Growth is a Multi Cap mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 5 years.

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