Kotak Flexicap Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 82.462 -0.062(-0.075 %) NAV as on 26 Apr 2024
Scheme Objective: The investment objective of the scheme is to generate long term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.
Performance (As on 26 Apr 2024)
| 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
|---|---|---|---|---|---|
| Scheme | 25.48 % | 37.86 % | 19.49 % | 16.79 % | 17.42 % |
| NIFTY 500 | 25.88 % | 38.87 % | 19.46 % | 16.53 % | N/A |
Portfolio
Flexi-cap funds invest in stocks across all market capitalisations. The allocations between large-cap, mid-cap, and small-cap stocks changes depend on market opportunities. These funds tend to be more volatile than large-cap funds but have the potential to deliver better returns over time. The Nifty 500 or the BSE 500 indices can be used as benchmarks to measure performance.
Flexi funds suit investors of all risk appetites. The minimum period for which these funds need to be held is 5 years.
Short-term: Holding period is less than 12 months.
Taxation: Capital gains are taxed at 15%
Long-term: Holding period is 12 months or more.
Taxation: Capital gains up to Rs 100,000 each financial year is tax-exempt. Remaining capital gains is taxed at 10%. For investments made on or before January 31st, 2018: Capital gain up to this date is tax-free.
