49
Flexi CapHold
Kotak Flexi Cap Gr Dir
Kotak · Direct–Growth · rank #23 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-2.6%
-0.5% vs index
3 Years
10.8%
+1.0% vs index
5 Years
10.3%
+0.8% vs index
Since launch
15.3%
Year-by-year performance
2021
+26.6%-4.0% vs index
2022
+6.0%+2.2% vs index
2023
+25.3%-1.2% vs index
2024
+17.5%+1.9% vs index
2025
+10.4%+2.8% vs index
2026
-3.8%-0.2% vs index
Why this score
Kotak Flexi Cap Gr Dir scores 49/100 — #23 of 48 Flexi Cap fund (Hold). It stands out for expense ratio and fund size — beating 95% of peers on expense ratio. The main drag is its 3y return (better than only 38% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
Expense ratio0.66% · 95th percentile in category
Fund size56392.25 Cr · 95th percentile in category
3Y return10.80% · 38th percentile in category
5Y return10.25% · 43rd percentile in category
Alpha-0.38 · 33rd percentile in category
Sharpe ratio0.30 · 40th percentile in category
Top holdings
1.ICICI Bank Ltd5.67%
2.Bharat Electronics Ltd5.4%
3.HDFC Bank Ltd4.97%
4.State Bank of India4.47%
5.Zomato Ltd4.07%
57 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.