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EquityFlexi Cap FundDirect · Growth

Kotak Flexicap Fund - Growth - Direct

Kotak Mahindra · Scheme 120166

₹97.78▼ 0.40%NAV · 2026-09-18
57
Decent FundScore
Start SIP
AUM
₹56,119 cr
Expense ratio
0.66%
3Y CAGR
13.9%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Harsha UpadhyayaExit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
Decent · 57/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • ✓Low cost — 0.66% expense ratio means more of the return stays with you.
  • ✓3Y CAGR: +13.9%
  • ✓10Y CAGR: +13.8%
  • ✓Positive 3Y windows: 98% of rolling 3Y windows positive

📉 What could drag it down

  • •1Y return: +2.6%
  • •1Y return vs category: -3.2% vs category avg

FundScore breakdown

57/100 · Decent
How it works →
48
Returns
Average
71
Consistency
Strong
48
Risk-adjusted
Average
44
Downside protection
Weak
77
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.