OriginFunds
Kotak Mahindra Mutual Fund

Kotak Multicap Fund- Regular Plan -IDCW Option

Open Ended Schemes(Equity Scheme - Multi Cap Fund)Very High Risk★★★★★ISIN INF174KA1HT7
NAV · 06-Jul-2026
18.6540
1M
+4.55%
6M
-8.85%
1Y (CAGR)
-2.74%
3Y (CAGR)
+16.18%
5Y (CAGR)
Since inception (CAGR)
+13.91%

NAV history

13.7116.0918.4804-07-202303-07-202618.55
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
16.36%
Downside dev (3y)
14.29%
Max drawdown (3y)
-21.4%
Sharpe (3y)
0.59
SIP XIRR (3y)
+5.16%
Calendar-year returns
2022 +9.9%2023 +39.8%2024 +27.1%2025 +6.4%

Fund facts

AUM₹2,62,493 Cr
TER · AMFI officialDirect 0.61% · Regular 1.73% (2026-06-30)
Launch date08-Sep-2021
Plan typeOpen Ended · Equity
Min lumpsumRs. 5000/- and in multiples of Rs. 1 for purchase
Lock-inNone
Volatility15.69
AMCKotak Mahindra Asset Management Company Limited.

Objective · The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization

scheme documents ↗