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

Flexi Cap NAV 37.366 0 27 September, 2023

Fund Details

Category Flexi Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 11 September, 2009
Benchmark NIFTY 200
Asset Size(Cr) 37216.56269
Turn over 16.04%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.55
Fund Manager Harsha Upadhyaya, Arjun Khanna
Fund House Kotak Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.98% 1.58% 1.87%
1 M 4.11% 4.02% 4.01%
3 M 2% 1.44% 2.04%
6 M 0.49% 0.35% -0.94%
1 Y 7.92% 7.25% 4.92%
2 Y 10.98% 12.49% 10.87%
3 Y 21.95% 23.79% 22.86%
5 Y 10.43% 12.46% 10.85%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.14 1.21 2.84 1.01
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 0.58%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Flexicap Fund - Payout of Income Distribution cum capital withdrawal option 7.92% 21.95% 10.43%
SBI Flexicap Fund - REGULAR PLAN -Growth Option 4.73% 22.86% 10.18%
Kotak Flexicap Fund - Growth 7.92% 21.98% 10.9%

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Kotak Select Focus Fund Dividend : Stepping stone of success

Kotak Select Focus Dividend Fund has been operating in the market since September 11, 2009 as an open-ended equity oriented scheme. The scheme was launched with the motive of encouraging the clients to invest more in capital appreciation schemes and optimally utilize their surplus money. This scheme allows the client to opt for a regular payout method. It means that a client has access to the dividend option through this scheme. Once the clients take up Kotak select focus fund (D), they will be able to receive a regular share in their profit as and when the company declares a dividend. It is a Large-Cap scheme which facilitates the clients to invest in the top-notch companies of the country in a less risky manner.

Kotak Select Focus Fund (D): Major investing avenues

Kotak Select Focus Fund Dividend scheme has major holdings in the Banking & Finance sector with an investment percentage of about 23%. Other five major holdings after this sector includes Oil & Gas (13.6%), Automotive (13.07%), Cement (12.41%), Technology (7.43%), Manufacturing (7.03%). These all are the most traded sectors of the economy and so the fund managers of Kotak Select Focus Fund make it a point to invest the clients’ money in any one of the major sectors prevailing in the economy. The major Large-cap companies which have been covered by the scheme are HDFC Bank, Reliance, Infosys, ITC, BPCL, Ashok Leyland and many more. The investments of Kotak Select Focus Dividend Fund has been properly diversified among the major sectors of the economy which makes the fund less risky and also provides copious returns for the client’s investment.

Journey of Kotak Mahindra to Kotak Mahindra mutual funds

Kotak Mahindra had initially started off with a bill discounting business that later on with time resulted in the launch of Kotak Mahindra bank and Kotak Mahindra Mutual funds. The company became the first non-banking finance company to be converted into a bank. The company’s mutual fund subsidiary has been able to build up trust among the clients and create a huge customer base for themselves by following ethical approach towards business and by making the investment process transparent for each and every client. Following the same strategy, the company has initiated Kotak Select Focus Fund with a dividend option. The scheme enables the clients to get closer to their dreams by investing small amounts every month in it and creating a enormous amount for fulfilling them.

Kotak Select Focus Dividend Fund : Online Investment

Kotak Select Focus Dividend Fund now allows the clients a freedom of investment through the online mode. Earlier there was a restriction of investing in the mutual fund market which restricted the client to visit the office personally and carry out the procedure for investing. But, with the advancement in the technology and change in the process of investment the clients now have the liberty to invest their money through an online process and manage their investments easily without much difficulty. Our site provides a cost-free and transparent investment process for the ease of clients and create a healthy environment for the same. There are a lot of clients who have severe time constraints and also who do want to invest in the scheme but restrain due to the heavy amount of paperwork involved in the physical method. Thus, to ease out the investment process one can use the online method which saves money and time as well.

To conclude, Kotak Select Focus Dividend Fund has acquired a place in the list of top performing schemes present on our site. The purpose of the scheme and our site commonly targets at helping the clients to enjoy the profit over a long period of time by investing in the Large-cap companies of India. Through My SIP Online you can make the best possible use of your money and time as well to create a notable amount by investing in Kotak Select Focus Fund (D).

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