TickerKhojKotak Mahindra Mutual Fund · Equity · Flexi Cap · Regular plan
Kotak Flexi Cap Fund - Regular Plan - Growth
₹80.56NAV on 30 Oct 2026Expense ratio 1.50%
29 Oct 2025NAV low 76.63 · high 89.36-8.1%
In plain words
Over 3 years it returned +10.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -16.6%.
On 3-year return it ranks 21 of 36 funds in Flexi Cap.
A monthly SIP over 10 years ended ₹1,21,483 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.9% | +1.9% |
| 3 months | -5.7% | -5.1% |
| 6 months | -3.4% | -3.2% |
| 1 year | -7.7% | -10.2% |
| 3 years (yearly) | +10.3% | +7.4% |
| 5 years (yearly) | +8.6% | +6.5% |
| 10 years (yearly) | +11.6% | +11.3% |
| Since start (yearly) | +12.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,13,358 | -8.9% |
| 3 years | ₹3,60,000 | ₹3,69,743 | +1.7% |
| 5 years | ₹5,90,000 | ₹7,15,008 | +7.5% |
| 10 years | ₹11,90,000 | ₹21,28,268 | +11.1% |
Other plan of this fund: Kotak Flexi Cap Fund - Direct Plan - Growth