Kotak Flexicap Fund

Overview

Kotak Flexicap Fund is an open-ended dynamic equity scheme that invests across large cap, mid cap, and small cap stocks in India. The fund aims to generate long-term capital appreciation by dynamically allocating investments across market segments, capturing opportunities in varying market conditions while maintaining diversification and a disciplined research-based investment approach. It focuses on select sectors of the economy with concentrated bets diversified at the stock level, providing flexibility to invest across market capitalizations. The fund's strategy combines the stability of large cap companies with the growth potential of mid and small cap companies. It adjusts its portfolio allocation based on evolving market conditions and valuations, aiming to capture opportunities and manage risks effectively. This approach offers investors diversified exposure through a single fund, suitable for those with a medium to long-term investment horizon seeking capital appreciation. As of January 31, 2026, the fund's assets under management (AUM) stood at ₹56,478 crore. The fund has provided annualized returns of 21.07% over the last 1 year, 19.42% over 3 years, and 14.88% over 5 years, reflecting its performance in the Indian equity market. Investors should consult their financial advisors to determine if this fund aligns with their investment objectives and risk tolerance. Please note that past performance is not indicative of future results, and investing in mutual funds involves risks, including the possible loss of principal. Investors should read the scheme information document carefully before investing.

Investment Focus

• Minimum SIP: ₹100 per month
• Minimum lump sum investment: ₹100
• Ideal investment horizon: 5 years and above

Portfolio Companies