Kotak Multicap Fund

Review Date: 12-12-2025

Beginning of Analysis

In the Multi Cap Fund category, Kotak Multicap Fund is the second ranked fund. The category has total 14 funds. The Kotak Multicap Fund has shown an excellent past performence in Multi Cap Fund. The fund has a Jensen Alpha of 3.52% which is higher than the category average of 1.04%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.04 which is higher than the category average of 0.85.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Multi Cap Mutual Funds are ideal for investors seeking long-term capital appreciation by investing across large-cap, mid-cap, and small-cap stocks. These funds offer flexibility to the fund manager to dynamically allocate the portfolio based on market conditions, making them suitable for varying market cycles. While they provide the potential for higher returns, they also carry higher risks due to their exposure to mid-cap and small-cap stocks. Investors should have a long-term investment horizon and a moderate to high risk tolerance to invest in Multi Cap Funds. Additionally, the success of these funds depends heavily on the fund manager's skill in identifying opportunities and managing the portfolio effectively.

Kotak Multicap Fund Return Analysis

The Kotak Multicap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Multi Cap Fund peers and the Nifty 500 Multicap 50:25:25 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Multi Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of -0.61%, 4.2 and 7.36 in last one, three and six months respectively. In the same period the category average return was -1.08%, 0.99% and 3.27% respectively.
• Kotak Multicap Fund has given a return of 3.57% in last one year. In the same period the Nifty 500 Multicap 50:25:25 TRI return was 0.73%. The fund has given 2.84% more return than the benchmark return.
• The fund has given a return of 23.79% in last three years and rank 1st out of 15 funds in the category. In the same period the Nifty 500 Multicap 50:25:25 TRI return was 17.59%. The fund has given 6.2% more return than the benchmark return.
• The fund has given a SIP return of 17.75% in last one year whereas category average SIP return is 11.64%. The fund one year return rank in the category is 1st in 26 funds
• The fund has SIP return of 20.89% in last three years and ranks 1st in 15 funds. The fund has given the highest SIP return in the category in last three years.

Kotak Multicap Fund Risk Analysis

• The fund has a standard deviation of 15.22 and semi deviation of 11.59. The category average standard deviation is 13.98 and semi deviation is 10.39.
• The fund has a Value at Risk (VaR) of -19.98 and a maximum drawdown of -20.48. The category average VaR is -18.92 and the maximum drawdown is -19.19. The fund has a beta of 1.04 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Multi Cap Fund Category

Good Performance in Multi Cap Fund Category

Poor Performance in Multi Cap Fund Category

Very Poor Performance in Multi Cap Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization