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Performance of Kotak Flexicap Fund - Growth
Returns Calculator for Kotak Flexicap Fund - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Kotak Flexicap Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Flexicap Fund - Growth 12.26 0.9 0.93 0.93 - -
Equity: Flexi Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Flexi Cap Gr 05-09-2009 5.5 21.61 22.5 21.35 14.08
Motilal Oswal Flexi Cap Fund Reg Gr 08-04-2014 11.01 32.19 28.14 21.56 13.39
Parag Parikh Flexi Cap Reg Gr 05-05-2013 10.25 23.29 24.43 25.24 17.61
HDFC Flexi Cap Gr 01-01-1995 8.85 25.62 27.28 29.44 15.48
Invesco India Flexi Cap Fund Gr 05-02-2022 8.23 28.12 27.2 0.0 0.0
WhiteOak Capital Flexi Cap Fund Reg Gr 05-08-2022 8.19 23.07 0.0 0.0 0.0
Tata Flexi Cap Reg Gr 05-08-2018 7.77 20.64 19.91 19.51 0.0
ABSL Flexi Cap Gr Reg 14-08-1998 7.35 21.08 21.67 22.61 14.13
UTI Flexi Cap Gr 05-08-2005 7.15 14.45 15.15 18.75 12.29
Sundaram Flexicap Fund Reg Gr 06-09-2022 6.65 17.01 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Kotak Flexicap Fund - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)