Compare Mutual Funds
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| Field | Kotak Flexicap Fund - Direct Kotak Mahindra Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 5.5/10 · Average |
| Fund house | Kotak Mahindra Mutual Fund |
| Category | Equity Scheme - Flexi Cap Fund · flexi_cap |
| Type | Open Ended Schemes |
| Plan | Direct |
| AUM | ₹50.1K Cr |
| Performance returns | |
| 1Y return | +5.68% |
| 3Y return (CAGR) | +16.87% |
| 5Y return (CAGR) | +14.84% |
| 10Y return (CAGR) | +15.02% |
| Category avg 1Y | +2.54% |
| SIP returns | |
| SIP 1Y | +0.11% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 14.18% |
| Sharpe ratio (1Y) | -0.06 |
| Sharpe ratio (3Y) | 0.73 |
| Sortino ratio (1Y) | -0.06 |
| Max drawdown (1Y) | -14.16% |
| Category rank (1Y) | #3 of 10 |
| Quartile (1Y) | Q2 |
| Portfolio | |
| NAV | ₹89.75 |
| Min SIP | ₹500 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |