Multi Cap · Equity

Kotak Multi Cap Fund

Kotak Mahindra Mutual Fund

Benchmark

NIFTY 500 Multicap 50:25:25 Total Return Index

Riskometer

Very High

Size

₹30,039 cr

Allotted

29 Sep 2021

Holdings as of

Not on record

Kotak Multi Cap Fund is a multi cap fund of Kotak Mahindra Mutual Fund with ₹30,039 cr under management. It is ahead of its benchmark (NIFTY 500 Multicap 50:25:25 Total Return Index) in 3 of 3 periods. Its direct plan charges 0.69% a year. Devender Singal has managed it for 5.0 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Kotak Multi Cap Fund beaten its benchmark?

Ahead of its benchmark, NIFTY 500 Multicap 50:25:25 Total Return Index, in 3 of 3 periods in AMFI's figures; −0.05% over the last year against −2.00%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−2.67%	−3.60%	—
3 months	−3.68%	−5.03%	—
6 months	+2.17%	−1.83%	—
1 year	+0.40%	−4.06%	+4.46 pts
3 years	+15.25%	+9.27%	+5.98 pts
5 years	+15.67%	+8.00%	+7.67 pts
10 years	—	+12.69%	—
Since start from 6 Oct 2021	+15.74%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (NIFTY 500 Multicap 50:25:25 Total Return Index) in 3 of 3 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−0.05%	−1.18%	−2.00%	+1.95	🔒
3y	+15.37%	+13.97%	+10.75%	+4.62	🔒
5y	+15.80%	+14.20%	+10.02%	+5.78	🔒
10y	—	—	—	—	—

Ahead in points a year · its rank among Multi Cap funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2021 to 14 Oct 2026

Fund 211Nifty 500 TRI 153

₹100 put in at the start of Oct 2021 would be ₹211 on 14 Oct 2026, against ₹153 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Kotak Multi Cap Fund cost?

0.69% a year on the direct plan, 1.78% on the regular plan; 3 of 33 funds in its category charge less.

Direct plan

0.69% a year

Category median 0.96%

Regular plan

1.78% a year

Category median 2.21%

Gap

1.10 points

for the same holdings

3 of 33 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Schemes - Multi Cap Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak Multi Cap Fund?

Devender Singal, since 29 Sep 2021; Abhishek Bisen, since 29 Sep 2021.

Devender Singal

5.0 years

since 29 Sep 2021

Abhishek Bisen

5.0 years

since 29 Sep 2021

Benchmark as filedNIFTY 500 Multicap 50:25:25 TRI

Exit load

For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL Units issued on reinvestment of IDCW shall not be subject to entry and exit load.

From 1 Scheme Summary Documents filed with NSE, first on 29 Sep 2026; as on 29 Sep 2026

What does Kotak Multi Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Kotak Multi Cap Fund?

Devender Singal (manager) since 29 Sep 2021; Abhishek Bisen (manager) since 29 Sep 2021.

What is the expense ratio of Kotak Multi Cap Fund?

0.69% a year on the direct plan and 1.78% on the regular plan (expense report, Oct 2026).

How has Kotak Multi Cap Fund done?

Its direct plan returned +15.37% a year over 3 years against +10.75% for its benchmark, NIFTY 500 Multicap 50:25:25 Total Return Index, as of 13 Oct 2026.