Kotak Flexicap Fund Direct Growth
NAV: ₹ 52.4 as on 06-07-2022
Kotak Flexicap Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Harsha Upadhyaya. The fund could potentially beat inflation in the long-run.
1) Kotak Flexicap Fund Direct Growth has a NAV of ₹52.387 as on 06-07-2022.
2) Kotak Flexicap Fund Direct Growth has ₹35091 Cr worth of assets under management (AUM) as on 31-05-2022 and is more than category average.
3) The fund has an expense ratio 0.64 %.
Fund Overview
Expense ratio | 0.64% | |
Benchmark | S&P BSE 500 India TR INR | |
AUM | ₹35091 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹5000/₹500 | |
Exit Load | 1% | |
Lock In | No Lock-in | |
TurnOver | 68.66% |
Fund Distribution
| Financial Services | 30.3% |
| Basic Materials | 18.7% |
| Industrial | 15.2% |
| Tech | 11.6% |
| Energy | 8.8% |
| Consumer Cyclical | 7% |
| Consumer Defensive | 2.8% |
| Health | 2.8% |
| Communication | 2% |
| Utilities | 0.9% |
Top Holdings
Fund Highlights
About the fund
Fund Allocations
AUM size ₹35091 Cr
Expense Ratio 0.64%
Harsha Upadhyaya is B.E (NIT- Karnataka), PGDM (IIM- Lucknow), CFA (CFA Institute, USA)
20 Years experience
Mr. Harsha has nearly two decades of rich experience spread over Equity Research and Fund Management. His prior stints have been with companies such as DSP BlackRock, UTI Asset Management, ReliancenGroup and SG Asia Securities. Mr. Harsha is a Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, a Post Graduate in Management (Finance) from Indian Institute ofnManagement, Lucknow and Chartered Financial Analyst from the CFA Institute.
AMC details
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