52
Flexi CapHold
Kotak Flexi Cap Gr Dir
Kotak · Direct–Growth · rank #22 of 47 by Smart Score
Data updated
Trailing returns
1 Year
2.6%
-0.4% vs index
3 Years
12.5%
+0.9% vs index
5 Years
11.0%
+0.7% vs index
Since launch
15.5%
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
-1.8%+0.2% vs index
Why this score
Kotak Flexi Cap Gr Dir scores 52/100 — #22 of 47 Flexi Cap fund (Hold). It stands out for expense ratio and fund size — beating 96% of peers on expense ratio. The main drag is its alpha (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% · 96th percentile in category
Fund size55549.58 Cr · 95th percentile in category
5Y return11.03% · 43rd percentile in category
3Y return12.50% · 43rd percentile in category
Alpha-0.41 · 38th percentile in category
1Y return2.64% · 35th percentile in category
Top holdings
1.ICICI Bank Ltd5.63%
2.HDFC Bank Ltd5.27%
3.Bharat Electronics Ltd5.08%
4.State Bank of India4.36%
5.Zomato Ltd3.77%
59 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.