Kotak Flexicap Fund Growth

• Alpha -0.41%
• Beta 0.95
• Sharpe Ratio0.49
• Std Deviation 14.36%
• Tracking Error 3.30%

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors. However, there is no assurance that the objective of the scheme will be realized.

The Kotak Flexicap Fund Growth has an AUM of 56853.23 crores & has delivered CAGR of 13.63% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.43%. The minimum investment in Kotak Flexicap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The top holdings of the fund include Bharat Electronics, HDFC Bank, ICICI Bank & State Bank of India.

The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Software & Programming & Aerospace & Defense.

Some of the similar funds are HDFC Flexi Cap Fund Growth, Parag Parikh Flexi Cap Regular Growth, Kotak Flexicap Fund Growth, Aditya Birla Sun Life Flexi Cap Fund Growth, SBI Flexicap Fund Regular Growth. Kotak Flexicap Fund Growth has a sharpe ratio of 0.49 & a standard deviation of 14.36%.