Kotak Flexicap Fund - Payout of Income Distribution cum capital withdrawal option

Kotak Flexicap Fund - Payout of Income Distribution cum capital withdrawal option is a fund scheme from Kotak mutual fund. It falls under a Flexi Cap category. After being launched on 2009-09-11. Kotak Flexicap Fund - Payout of Income Distribution cum capital withdrawal option has achieved Rs 49112.04 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 1.48%.

• Investing Strategy:

  The investment objective of the scheme is to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors. There is no assurance that the investment objective of the Scheme will be achieved

• Performance:

  Kotak Flexicap Fund - Payout of Income Distribution cum capital withdrawal option trailing returns over different times are 9.17% (1 year), 17.69% (3 year), 21.34% (5 year). The average annual return of this fund stands at 9.17%

• Fund Manager & Portfolio Allocation:

  Harsha Upadhyaya, Arjun Khanna are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Banks, IT - Software, Chemicals & Petrochemicals, Cement & Cement Products, Aerospace & Defense Sectors. First five holdings of this fund are ICICI BANK LIMITED EQ NEW FV RS. 2/-, HDFC BANK LIMITED EQ NEW FV RE. 1/-, BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-, ULTRATECH CEMENT LIMITED EQ, LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- Companies.