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Overlap AnalysisRisk ProfilingFund Recommendations
Equity Schemes - Multi Cap FundRegular Plan

Kotak Multi Cap Fund

Kotak Mahindra Mutual Fund

Current NAV

₹18.5580

▼ -6.91% (1Y)

As of 23-10-2026

Fund Size

Expense Ratio

Min SIP

Min Lumpsum

ISIN

Launched

Benchmark

Exit Load

Regular Plan

Curated and distributed through AMFI-registered distributors. Invest with confidence — Finadore · ARN-300809.

Trailing Returns

1W

4.85%

1M

8.77%

3M

5.94%

6M

3.89%

1Y

6.91%

3Y CAGR

13.28% p.a.

5Y CAGR

13.23% p.a.

Since Inception

—

NAV History

23-1015-1206-0201-0426-0517-0707-09₹17.10₹18.00₹18.90₹19.80₹20.70
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Tax Treatment

FY 2024-25 onward

< 1 Year

20% Short Term Capital Gains (STCG)

> 1 Year

12.5% Long Term Capital Gains (LTCG) above ₹1.25L

ELSS

3-year lock-in. LTCG applies after lock-in

Tax rates are applicable on capital gains at the time of redemption. Dividends are taxed at applicable income tax slab rates. Consult a tax advisor for personalized advice.

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns. Returns above 1 year are CAGR. NAV data: AMFI India. Holdings & ratios: mfdata.in. Finadore is an AMFI-registered Mutual Fund Distributor (ARN-300809).

Fund Information

Fund HouseKotak Mahindra Mutual Fund
CategoryEquity Schemes - Multi Cap Fund
TypeOpen Ended Schemes
PlanRegular Plan
Launch Date06-10-2021
Scheme Code149182

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Expert guidance, SIP setup and portfolio review. AMFI Registered · ARN-300809

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Investment Returns Calculator

What ₹X invested in Kotak Multi Cap Fund in the past would be worth today

₹10,000

Amount Invested

₹10,000

on 26-10-2023

Current Value

₹14,823

as of 23-10-2026

Total Gain

+₹4,823

Absolute Return

+48.23%

CAGR

+14.06% p.a.

Bought @ ₹12.52 · 798.722 unitsCurrent NAV ₹18.558

* Based on actual historical NAV data. Past performance is not indicative of future returns. Assumes lumpsum investment.

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