52
Flexi CapHold
Kotak Flexi Cap
Kotak · Direct–Growth · rank #22 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-5.5%
-0.8% vs index
3 Years
10.4%
+1.0% vs index
5 Years
9.3%
+1.3% vs index
Since launch
15.0%
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
-5.9%+0.1% vs index
Why this score
Kotak Flexi Cap scores 52/100 — #22 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 1y return (better than only 18% 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 size52988.24 Cr · 95th percentile in category
3Y return10.41% · 42nd percentile in category
1Y return-5.48% · 18th percentile in category
Sharpe ratio0.27 · 41st percentile in category
Alpha-0.29 · 38th percentile in category
Top holdings
1.ICICI Bank Ltd5.48%
2.Bharat Electronics Ltd5.34%
3.HDFC Bank Ltd5.27%
4.State Bank of India4.3%
5.Zomato Ltd4.22%
55 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.