Kotak Standard Multicap Fund (Equity, Multi Cap)

Moderately High
10 yrs 5 monthsStarted on:11 Sep 2009
₹ 29597.85 Cras on: 24 Jan 2020
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.

Exit Load

i. For redemptions/switchouts within 1 year from the date allotment of units in respect of each STP transaction : 1% ii. For redemptions/switchouts after 1 year from from the date allotment of units in respect of each STP transaction : Nil

Scheme Documents

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TenureReturns (CAGR)
1 Month3.28
3 Month7.77
1 YR17.07
2 YR5.95
3 YR13.63

SIP Returns

TenureReturns (CAGR)
1 YR18.66
2 YR12.37
3 YR10.71
5 YR12.26
10 YR15.25


Company Name% Assets
ICICI Bank Ltd.7.47
Reliance Industries Ltd.6.91
HDFC Bank Ltd.6.29
Axis Bank Ltd.5.04
Larsen & Toubro Ltd.4.91
Infosys Ltd.3.39
Tata Consultancy Services Ltd.3.21
Ultratech Cement Ltd.2.87
Petronet LNG Ltd.2.73
Kotak Mahindra Bank Ltd.2.36

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio12.38
Standard Deviation12.62%
Sharpe Ratio0.68

Harsha Upadhyaya

Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.
Prior to joining Kotak Mutual fund he has worked with DSP Mutual Fund and UTI AMC.

Other Funds Managed by Harsha Upadhyaya