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Multi Cap

Kotak Multicap Fund · Direct · Growth

Kotak Mahindra Mutual Fund

NAV

₹21.1880

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+7.48%
3Y
+21.68%
5Y
Since Inception
+17.04%

SIP returns (XIRR)

1Y
+7.38%
3Y
+12.44%
5Y
Since Inception
+17.92%

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

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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 30 Apr 2026

portfolio shared with Kotak Multicap Fund-Regular Plan-Growth

Holding% NAV

Investment Objective

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 4 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations