Kotak Multicap Fund Direct Growth

Scheme code: INF174KA1HV3 NAV value: ₹ 19.2310 NAV date: 19 March, 2026 TER: 0.45%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Multi Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-4.00	66.96	20.15	25.22	15.79
3 year	20.23	31.84	25.19	25.57	18.57

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	25.22
3 year	6.28	30.95	15.04	25.57
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	25.22
3 year	6.56	19.64	13.57	25.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	25.22
3 year	7.68	21.49	15.06	25.57
5 year	10.37	13.5	11.93

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	25.22
3 year	10.41	25.89	18.61	25.57
5 year	13.4	16.23	14.81

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	25.22
3 year	8.04	32.03	17.81	25.57
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

NIFTY500 MULTICAP MOMENTUM QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-21.77	19.66	-7.11	25.22
3 year	6.99	32.17	22.65	25.57
5 year	10.9	32.27	21.01
7 year	14.36	24.56	19.2
10 year	16	17.5	16.75

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,25,497 - Absolute Returns: ₹1,25,497 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,24,773 - Absolute Returns: ₹14,24,773 - CAGR: %

Max Drawdown

-21.00 %

Drawdown Duration

5 months

Recovery Time

8 months

Avg Drawdown

-4.25 %

1 Y

1.2012

3 Y

1.2178

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	10.07	1.00	105.5	92.3	14.08 %	4.00 %
3 years	11.82	1.01	105.8	90.8	23.16 %	11.28 %
5 years	8.49	0.95	98.5	86.8	14.17 %	5.64 %
7 years	5.82	0.95	98.5	86.8	9.93 %	4.00 %
10 years	3.90	0.95	98.5	86.8	6.85 %	2.78 %
12 years	3.18	0.95	98.5	86.8	5.68 %	2.31 %
15 years	2.46	0.95	98.5	86.8	4.52 %	1.85 %