Archive · 6 Aug 2025
Kotak Flexi Cap Fund: ₹1 Lakh Investment Turned to ₹8 Lakhs
If you invested in Kotak Flexi Cap Fund when it started, your money would have grown a lot!
The fund invests in different companies and has done well since 2009.
If you invested ₹1 lakh at first, it would have turned into about ₹8.19 lakh now.
It's important to look at a fund's past performance before investing, and this fund has had good returns over different time periods.
Kotak Flexi Cap Fund delivered 14.14% return since its 2009 inception.
An investment of ₹1 lakh at inception would have grown to ₹8.19 lakh.
The fund's benchmark index is Nifty 500 TRI.
The fund has a maximum allocation in banks, IT-software, chemicals & petrochemicals, and aerospace & defence.
Past returns over different periods are: 4.53% (1 year), 17.04% (3 years), and 19.70% (5 years).
- Who
- Investors looking into the Kotak Flexi Cap Fund.
- What
- The performance and returns of the Kotak Flexi Cap Fund.
- When
- The fund's inception was on September 11, 2009. Returns are calculated over different time periods, including since inception, 1, 3, and 5 years.
- Where
- Information is sourced from kotakmf.com.
- Why
- To demonstrate how long-term investing in a mutual fund can generate substantial returns.
Considering the Fund
Investment Advice
Investment Decision
Considering the Fund
Fund provides good returns over time.
Investment Advice
Requires investors to seek professional investment advice before deciding to invest.
- Fund Name
- Kotak Flexi Cap Fund
- Inception Date
- September 11, 2009
- Fund Manager
- Harsha Upadhyaya
- AUM (as of July 31, 2025)
- ₹53,293 crore
- Benchmark Index
- Nifty 500 TRI
- Return Since Inception
- 14.14%
- 1-Year Return
- 4.53%
- 5-Year Return
- 19.70%
Sources
Best-performing mutual funds in 3 years: Top 10 equity schemes with up to 133% absolute returns
Comparing mutual funds? Don’t just look at returns – here’s what matters more
Which mutual funds should you avoid? A guide to risky and costly investment choices
