How has India’s sixth-largest actively managed equity fund performed?

Unveiling this popular fund

We look at the short- and long-term performance of Kotak Flexi Cap Fund, the sixth-largest actively managed equity fund in India.

Fund details

AUM: Rs 45,112 crore Value Research Rating: 3/5 Expense ratio: 0.63% (Rank: 28/72) Rank: 28/72 Managed by: Harsha Upadhyaya

Important note

Data as of February 29, 2024 and for the fund’s direct plan.

1-year performance

Fund’s return: 32.5%, Category rank: 25/34, S&P BSE500 TRI: 36.6%

5-year performance

Fund’s return: 15.5%, Category rank: 14/23, S&P BSE500 TRI: 16.9%

Since inception (September 2009)

Fund’s return: 14.1%, S&P BSE500 TRI: 13.0%

Important note

Returns of regular plans are as of March 19, 2024. BSE 500 TRI is the benchmark.

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