TickerKhojKotak Mahindra Mutual Fund · Equity · Multi Cap · Direct plan
Kotak Multi Cap Fund - Direct Plan - Growth
₹20.324NAV on 30 Oct 2026Expense ratio 0.69%
29 Oct 2025NAV low 18.64 · high 21.96-5.0%
In plain words
Over 3 years it returned +15.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.0%.
On 3-year return it ranks 8 of 22 funds in Multi Cap.
A monthly SIP over 5 years ended ₹31,500 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 | -3.8% | +1.9% |
| 3 months | -5.9% | -5.1% |
| 6 months | -2.9% | -3.2% |
| 1 year | -4.6% | -10.2% |
| 3 years (yearly) | +15.6% | +7.4% |
| 5 years (yearly) | +15.5% | +6.5% |
| Since start (yearly) | +15.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,395 | -4.9% |
| 3 years | ₹3,60,000 | ₹3,90,719 | +5.1% |
| 5 years | ₹5,90,000 | ₹8,38,493 | +13.9% |
Other plan of this fund: Kotak Multi Cap Fund - Regular Plan - Growth