Mutual Fund

Here are the details of the Kotak Flexicap Fund:

• Description: The Kotak Flexicap Fund aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across various sectors and market capitalizations. The fund has the flexibility to invest in large-cap, mid-cap, and small-cap stocks, allowing it to adapt to changing market conditions. ​

• Asset Class: Equity​

• Asset Sub-Class: Flexi Cap​

• XIRR (Extended Internal Rate of Return): Specific XIRR data is not provided in the available sources.​

• Return Rates:

  • 1-Year Return: 27.66%​

  • 3-Year Return: 18.14%​

  • 5-Year Return: 15.80%​

  • Since Inception (September 11, 2009): 14.06% ​

• CAGR (Compound Annual Growth Rate): The CAGR since inception is 14.06%. ​

• Expense Ratio:

  • Regular Plan: 1.49% ​

  • Direct Plan: 0.64% ​

• Minimum Investment Amount:

  • Lump Sum:

    • Initial Investment: ₹100

    • Additional Investment: ₹100

  • SIP (Systematic Investment Plan): ₹100 ​

• Lock-in Period: None​

• Exit Load:

  • For redemption of units in excess of 10% of the investment within 365 days from the date of allotment, an exit load of 1% is applicable.​

  • No exit load is charged for redemptions after 365 days. ​

Please note that mutual fund investments are subject to market risks, and past performance is not indicative of future results. It's advisable to consult with a financial advisor before making investment decisions.