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Multi Capregulargrowth📊 NIFTY 500 Multicap 50:25:25 TRI

Kotak Multicap Fund-Regular Plan-Growth

Kotak Mahindra Mutual Fund

#11 of 31 (1Y)

₹19.4190

0.23 (-1.17%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹19.4190

0.23 (-1.17%)

29 May 2026

AMFI: 149182

Direct · Growth

₹₹20.7500

0.24 (-1.16%)

29 May 2026

AMFI: 149185

Regular · IDCW

₹₹17.8470

0.21 (-1.16%)

29 May 2026

AMFI: 149183

Direct · IDCW

₹₹19.0700

0.22 (-1.16%)

29 May 2026

AMFI: 149187

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.00%
1 Month-1.25%
3 Months-3.14%
6 Months-4.71%
1 Year+4.06%
3 Years (CAGR)+21.24%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Sept 2021)+14.95%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+1.72%
3 Year SIP+10.24%
5 Year SIP
Since Inception (Sept 2021)+15.53%

SIP since inception — what ₹21/month became

Real NAV backtest from day one

₹1,176

Invested

₹1,697

Value today

15.8%

XIRR (p.a.)

21/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹194

Value today

15.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹12,24,302

Value today

+5.1%

vs lumpsum

STP beat direct lumpsum by 5.1% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹21/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹1,697

Benchmark

₹1,559

+₹138 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 4 years

Expense ratio drag on your actual returns

Direct plan

₹34,446

Regular plan

₹33,410

Direct earns ₹1,036 more on a ₹24K investment1.08% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryMulti Cap
Plan Typeregular
Optiongrowth
AUM₹23,124 Cr
Expense Ratio1.59%
Min SIP₹21
Min Lumpsum₹100
BenchmarkNIFTY 500 Multicap 50:25:25 TRI ✓
Launch Date08 Sept 2021
AMFI Code149182

Risk Metrics

Trailing 1 year, annualised

-0.21

Sharpe Ratio

-0.00

Alpha

0.50

Beta

-0.19

Sortino

16.45%

Std Dev

-19.59%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

Maruti Suzuki India Limited

INE585B01010

479.00%

Maruti Suzuki India Limited

INE585B01010

444.00%

Hero MotoCorp Ltd.

INE158A01026

419.00%

Hero MotoCorp Ltd.

INE158A01026

361.00%

Indus Towers Ltd.

INE121J01017

361.00%

INDUSIND BANK LTD.

INE095A01012

355.00%

INDUSIND BANK LTD.

INE095A01012

340.00%

NTPC LTD

INE733E01010

314.00%

Radico Khaitan Ltd.

INE944F01028

312.00%

SHRIRAM FINANCE LIMITED

INE721A01047

308.00%

Indus Towers Ltd.

INE121J01017

307.00%

NTPC LTD

INE733E01010

305.00%

STATE BANK OF INDIA.

INE062A01020

299.00%

SHRIRAM FINANCE LIMITED

INE721A01047

295.00%

Power Finance Corporation Ltd.

INE134E01011

289.00%

STATE BANK OF INDIA.

INE062A01020

288.00%

ITC Ltd.

INE154A01025

282.00%

Radico Khaitan Ltd.

INE944F01028

280.00%

ITC Ltd.

INE154A01025

265.00%

Power Finance Corporation Ltd.

INE134E01011

258.00%

BHARTI AIRTEL LTD.

INE397D01024

250.00%

ETERNAL LIMITED

INE758T01015

244.00%

NLC India Ltd. (Neyveli Lignite Corporation Ltd.)

INE589A01014

232.00%

NLC India Ltd. (Neyveli Lignite Corporation Ltd.)

INE589A01014

230.00%

BANDHAN BANK LIMITED

INE545U01014

229.00%

BHARTI AIRTEL LTD.

INE397D01024

227.00%

ETERNAL LIMITED

INE758T01015

225.00%

Kajaria Ceramics Ltd.

INE217B01036

214.00%

POONAWALLA FINCORP LIMITED

INE511C01022

196.00%

Oracle Financial Services Software Ltd

INE881D01027

194.00%

POONAWALLA FINCORP LIMITED

INE511C01022

190.00%

Sun TV Network Limited

INE424H01027

179.00%

BANK OF BARODA

INE028A01039

178.00%

Larsen and Toubro Ltd.

INE018A01030

178.00%

BANDHAN BANK LIMITED

INE545U01014

176.00%

Kajaria Ceramics Ltd.

INE217B01036

172.00%

RBL BANK LTD.

INE976G01028

172.00%

RBL BANK LTD.

INE976G01028

171.00%

Ami Organics Ltd

INE00FF01025

170.00%

Sun TV Network Limited

INE424H01027

164.00%

BANK OF BARODA

INE028A01039

162.00%

SOUTH INDIAN BANK LTD

INE683A01023

159.00%

SOUTH INDIAN BANK LTD

INE683A01023

157.00%

Engineers India Ltd

INE510A01028

157.00%

Oracle Financial Services Software Ltd

INE881D01027

157.00%

PIRAMAL FINANCE LTD

INE202B01038

155.00%

Mphasis Ltd

INE356A01018

151.00%

Ami Organics Ltd

INE00FF01025

148.00%

JAMMU KASHMIR BANK LTD

INE168A01041

147.00%

JAMMU KASHMIR BANK LTD

INE168A01041

146.00%

Performance Comparison

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Investment Objective

Kotak Multicap Fund-Regular Plan-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-Regular Plan-Growth is a Multi Cap mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹23,124 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 Multicap 50:25:25 TRI. The current expense ratio is 1.59%.

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