Kotak Flexicap Fund(G)
View the direct plan of this scheme
Rs 82.833 0.533(0.648 %) NAV as on 10 Sep 2024
Scheme Objective: 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.
Performance (As on 10 Sep 2024)
| 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
|---|---|---|---|---|---|
| Scheme | 15.95 % | 32.55 % | 16.03 % | 19.53 % | 15.13 % |
| NIFTY 500 | 15.70 % | 34.92 % | 16.77 % | 21.35 % | N/A |
Portfolio
Flexi-cap funds invest in stocks across all market capitalisations. The allocations between large-cap, mid-cap, and small-cap stocks changes depend on market opportunities. These funds tend to be more volatile than large-cap funds but have the potential to deliver better returns over time. The Nifty 500 or the BSE 500 indices can be used as benchmarks to measure performance.
Flexi funds suit investors of all risk appetites. The minimum period for which these funds need to be held is 5 years.
