Kotak Multicap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.1%
Sharpe Ratio-0.04
Beta1.18
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Maruti Suzuki India LtdConsumers6.18%
State Bank of IndiaFinancial Services3.80%
Hero MotoCorp LtdConsumers3.79%
Hindustan Petroleum Corp LtdEnergy & Infra2.79%
Triparty RepoUtilities2.76%
Radico Khaitan LtdConsumers2.72%
ITC LtdConsumers2.68%
Mphasis LtdTechnology2.43%
Power Finance Corp LtdFinancial Services2.41%
Oracle Financial Services Software LtdTechnology2.38%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.63%
Regulatory & Tax Information
INF174KA1HT7
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)