No tax is to be paid as long as you continue to hold the units. The investment objective of the scheme is Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Want to know how? a) For redemption / switch out of upto 10% help_outline. # excess of the limit within 1 year from the Net Asset Value of Mutual Fund indicates its price and is based on the current prices of the stocks/assets in the fund. Further, if an investor's dividend income exceeds Rs. final value and a series of cash inflows and outflows and taking the time of investment into consideration. This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. Click here to read a primer on SIP investing. Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002, Friday, 26-Feb-2021 The returns are calculated by XIRR approach assuming investment of ₹ 10,000/- on the 1st working day of every month. Kotak Flexicap Fund (DP-A) is a diversified equity fund and has delivered an annualised return of 14.0% over a period of 12 years .The fund was previously known as Kotak Standard Multicap Reg DP.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Harsha Upadhyaya. Return over a period is calculated as the difference in sale date NAV and purchase date NAV upon purchase date NAV and converted to percentage. Investment Portfolio of predominantly equity & equity Register for free or LOGIN. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend. Net Asset Value of Mutual Fund indicates its price and is based on the current prices of the stocks/assets in the fund. NSE Gainer-Large Cap . along with its Historical Returns. selected sectors. 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%) Kotak Flexicap Fund - Growth: 21.35: 12.04: 17.53: 15.15: 14.33: NIFTY 200 TRI: 27.66 Kotak Flexicap Fund Growth Equity Multi-Cap Nav : 46.236 ( 0.78%) February 16th, 2021 People currently viewing this : 1. will be realized. (ERSTWHILE KNOWN AS KOTAK STANDARD MULTICAP FUND), ICICI Lombard General Insurance Company Ltd, Corporate Debt/Financial Institutions - Total. IDFC First Bank 62.40 4.3. b) If units redeemed or switched out are in The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of predominantly equity & equity related securities generally focused on a few selected sectors across market capitalisation Kotak Flexicap is an open-end Fund registered in India. 18-Feb-2020, 'It's time to increase allocations to the mid- and small-cap segment', Fund News - Personal finance advice and mutual fund ideas delivered to your inbox every Monday, Change from previous, NAV as on 22-Feb-2021. All rights reserved. Kotak Flexicap Fund (DR-A) is a diversified equity fund and has delivered an annualised return of 14.0% over a period of 12 years .The fund was previously known as Kotak Standard Multicap Reg DR.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Harsha Upadhyaya. Rank (of 245) 20 . The move will help the fund house retain the portfolio composition. With Investica, grow your wealth in mutual funds as we enable you to buy Kotak Flexicap Fund - Growth online.We help you understand all the important details to Invest in Kotak Flexicap Fund - Growth Scheme such as its Value, NAV, AUM, Performance, Exit Load, etc. Following SEBI's directions on changes in multicap schemes, Kotak Mahindra Asset Management Company (KMAMC) on Wednesday renamed its Kotak Standard Multicap Fund as Kotak Flexicap Fund. Find out Kotak Flexicap Fund Regular Plan asset allocation, Kotak Flexicap Fund Regular Plan NAV range, Kotak Flexicap Fund Regular Plan performance, returns and more. help_outline. Effective from February 01, 2021, the scheme will be categorized under the newly introduced Flexi cap funds category, and will be known as ‘Kotak Flexicap Fund’. Find the latest Kotak Flexicap Fund Growth Dire (0P0000XV6O.BO) stock quote, history, news and other vital information to help you with your stock trading and investing. Kotak Flexicap Fund Review - See details like NAV, Past Returns, Investment Objective, Inception Date, Fund Manager(s), Minimum Investment, Expense Ratio, Exit Load etc. Indicates an increase or decrease or no change in holding since last portfolio Benchmarks . Kotak Flexicap Fund. 24-Apr-2018, Five Schemes of Kotak Mutual Fund gets Renamed, Interview - The Fund's objective is to generate long-term capital appreciation. Like for all equity funds, you must invest only through the SIP route. multiples of Rs1 Kotak Flexicap Fund is an open-ended equity scheme. NIL. (applicable for all plans) If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. Indicates a new holding since last portfolio. or after 1 year from the date of allotment: NAV is used in calculating returns from your Mutual Fund investments. Rs1 for purchase and for Rs0.01 for switches Doubled Money. So, Just a shift on scheme name and there is no change in fund size, fund manager, and fund holdings. sectors across market capitalisation. Download free reports. Learn about Kotak Flexicap Fund Growth with our data and independent analysis including NAV, star rating, portfolio, detailed portfolio, performance, risk and rating, factsheet As on January 2021, Kotak Flexicap fund had assets of Rs 32,400 crore, making it one of the largest scheme in the category. Kotak Flexicap Fund - Direct Plan 4 Value Research 17140 218-17140 Kotak Mahindra Mutual Fund The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors. 29.44 0.21 (+0.70 %) Investment Checklist. Click here to read a primer on SIP investing, 22-Jan-2018: It's not advisable to chase market momentum now, Kotak Equity Opportunities Fund - Regular Plan, Kotak ESG Opportunities Fund - Regular Plan, Kotak Flexicap Fund Regular Plan  |, For units in excess of 10% of the investment,1% will be charged for redemption within 365 days. Kotak Flexicap Fund Direct Growth Latest Breaking News, Pictures, Videos, and Special Reports from The Economic Times. 12-May-2020, Exit Load change in Schemes of Kotak Mutual Fund, Interview - Invest online in Kotak Flexicap Fund Direct-Growth with ETMONEY. 5000 and in multiple of The scheme is Open Ended and part of Equity Scheme - Multi Cap Fund category. Your saving habit, when combined with the knowledge of investing wisely, can help you create a corpus of Rs 1 crore. This comes in line with SEBI’s categorisation norms where multicap funds had to invest at least 25% of their corpus in large, mid and small cap stocks each. Kotak Mutual Fund is one of the leading mutual fund house in India and we provide investment solution for every need. Experience: Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC. from a portfolio of equity and equity related Nifty 14,981.75-137.2. Equity Derivative Exposuer is 0.08%, A) Regular Plan B) Direct Plan Returns. However, there is no securities, generally focused on a few NAV is used in calculating returns from your Mutual Fund investments. related securities generally focused on a few selected Get Free access to unlimited articles, premiumtools & exclusive content, Kotak Flexicap Fund Regular Plan | Regular plan | Mutual Fund | Value Research, https://www.valueresearchonline.com/funds/10594/kotak-flexicap-fund-regular-plan/. Kotak Flexicap Fund - Regular Plan: Snapshot enables you to decide, if it is a right Fund for you based on Underlying Asset Quality, Past Returns Performance (CAGR), Potential Upside NAV, Rolling Return, Expense Ratio, Cap-Quality Analysis, Cap-Valuation Analysis, FAQ. If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Education: Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA. Registrar & Transfer Agent: Computer Age Management Services Ltd. The Risk Measures have been calculated using calendar month returns for the last three years. Since inception returns are assumed to be starting from the beginning of the subsequent month from the date of inception. When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. Options: Dividend Payout, Dividend So you are looking for which Multicap funds have become Flexicap Funds? Dividends are added to the income of the investors and taxed according to their respective tax slabs. 12:30 PM - 01:00 PM. of the initial investment amount (limit) Find all latest information on Kotak Flexicap Growth Option Mutual Fund Returns & Performance 2021. Equity Funds | Debt Funds | Balanced Funds | Tax Saving Funds | SIP | Liquid Funds | Credit Risk Funds | Bust Myths about Best Mutual Funds etc. Investment Horizon >5 Yr . These funds are transferring of multicap scheme to the flexicap scheme. 4yrs 3m . Find the latest Kotak Flexicap Fund Growth (0P0000KV36.BO) stock quote, history, news and other vital information to help you with your stock trading and investing. to generate long-term capital appreciation Dividend. Flexicap funds however, have to maintain a minimum of 65% … 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%) Kotak Flexicap Fund - Growth: 18.36: 11.99: 17.12: 14.99: 14.12: NIFTY 200 TRI: 25.24 c) If units are redeemed or switched out on Kotak Flexicap Fund. Mumbai/UNI: Kotak Mahindra Asset Management Company (KMAMC) on Wednesday announced the re-naming of Kotak Standard Multicap Fund to Kotak Flexicap Fund. Reinvestment & Growth (applicable for all NAV, dividends, returns, portfolio - complete track record of Kotak Flexicap Fund Regular Plan. * Investors should consult their financial advisers if Unlike Flexi-cap funds … assurance that the objective of the scheme Gains over Rs 1 lakh are taxed at the rate of 10%. for them. Check Kotak Flexicap Fund(G) performance and growth chart, quaterly and annual fund returns and complete track record of Kotak Flexicap Fund(G) at FinancialExpress.com Copyright © Value Research India Private Limited 2021. Ideal Investments Horizon: 5 years & above, Entry Load: Nil. Kotak Mutual Fund has renamed Kotak Standard Multicap Fund as Kotak Flexicap Fund. the date of allotment: Nil. The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors. 19-Sep-2018, Dividend Announced in Kotak Standard Multicap Fund, Fund News - The Current Nav for Kotak Flexicap Fund-Growth is Rs 45.354 which was last updated on 19th Feb 2021. Kotak Mutual Fund has announced a change in fundamental attributes of the largest Multi Cap scheme ‘Kotak Standard Multicap Fund’. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund. Scheme Inception : - September 11, 2009. Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years. NAV for scheme Kotak Flexicap Fund - Growth. plans), Initial Investment: Rs Kotak Flexicap Fund Direct Growth Blogs, Comments and Archive News on Economictimes.com Fund News - Explore NAV, dividend history, fund statement, SIP details & more in … Additional Investment: Rs1000 & in help_outline Annualized Returns(5 yrs) 17.53% . But be prepared for ups and downs in your investment value along the way. Get all the information on Kotak Flexicap Fund(G) fund portfolio's asset allocation, analysis, best funds to invest at TheFinacialExpress.com ** Total Expense Ratio includes applicable B30 fee and GST. In a statement, Kotak MF said it is re-naming of Kotak Standard Multicap Fund to Kotak Flexicap Fund. Kotak Flexicap Fund Regular Plan 4 Value Research 10594 218-10594 Kotak Mahindra Mutual Fund The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors. XIRR helps in calculating return on investments given an initial and Warning: Launched on 22-Jul-2009, Kotak Flexicap Fund-Growth (ISIN Code INF174K01336) is part of Kotak Select Focus Fund under the management of Kotak Mahindra Mutual Fund AMC. in doubt about whether the product is suitable purchased or switched in within 1 year from Also, you can calculate the Expected Future Returns of this scheme … is Growth of 10,000 An investment of 10000 for 1Yr 2Yrs 3Yrs 4Yrs 5Yrs Inception in this scheme would have grown to Rs. SEBI had recently introduced a new mutual fund category – Flexi cap Funds.This had come as a major relief to investors and fund managers, who were planning to recategorize their existing multi-cap funds to other categories in light of the rule change for multi-cap funds.. Flexicap fund - An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks Investment 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. date of allotment: 1% 22-Jan-2018, It's not advisable to chase market momentum now, AMC: Kotak Mahindra Asset Management Company Ltd, Address: 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai - 400051. Kotak flexicap fund was the first to launch under this category. This is a Guest login. Exit Load: ## Risk rate assumed to be 3.47% (FBIL Overnight MIBOR rate as on 29th January 2021). Term Deposit as provided above is towards margin for derivatives transactions From India's independent mutual fund research house. Benchmark ; ^ Additional Benchmark.