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5 Reasons to Choose Kotak Standard Multi Cap Fund

The presentation covers all the details about Kotak Standard Multi Cap Fund. It gives an investor a clear overview on the topics of Kotak Standard Multi Cap Fund, like - Kotak Standard Multi Cap Fund- Regular Plan: Synopsis, Top 5 Reasons to Choose Kotak Standard Multi Cap Fund, How to Start SIP Investment in Kotak Standard Multicap Fund?, Some Interesting Facts About Kotak Standard Multicap Fund and finally the conclusion.

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5 Reasons to Choose Kotak Standard Multi Cap Fund

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  1. Top 5 Reasons to Choose Kotak Standard Multi Cap Fund Scheme! KINGmaker A

  2. Kotak Standard Multi Cap Fund- Regular Plan: Synopsis • Type: Open-Ended (Multi Cap) • Inception Date: 11th September, 2009 • AUM: Rs. 26,010 (as on 31st May, 2019) • Benchmark: NIFTY 200 TRI • Minimum Lump Sum Investment: Rs. 5000 • Minimum SIP Investment: Rs. 500 • Expense Ratio: 1.63% (as on 31st May, 2019) • Exit Load: 1%, when the redemption is made within 365 days.

  3. Reason 1: Efficient Investment Philosophy • Follows growth style of investment. • Invest in a combination of large cap, mid cap, and small cap stocks with more assets diversified in the large cap stocks. • Diversified asset allocation helps Kotak Standard Multicap Fund in grabbing market opportunities across different market caps. • Helps in riding out volatility and surging capital appreciation as the fund manager can dynamically change the asset allocation across different market caps according to the market conditions.

  4. Reason 2: Diversified Sector Allocation • AUM is diversified into large number of sectors. • The most promising sector of Indian Economy, i.e., Financial Sector holds maximum percentage of asset allocation. • Distribution of assets into large number of sectors helps in diluting the risk associated with a single sector. • According to the market fluctuations, the fund manager increase/decrease the sector allocation of the fund for healthy gains.

  5. Reason 3: Striking Past Performance • Previous track record of Kotak Standard Multicap Fund has been exceptional. • The multi cap fund of Kotak MF has defeated the benchmark and category's average every single time. • The fund emerged as one of the best mutual funds to show good recovery rate after the volatility of 2018.

  6. Reason 4: Experienced Fund Manager • Mr. Harsha Upadhyaya is the fund manager of Kotak Standard Multicap Fund. • He is the head of the equity team at Kotak. • Qualifications:B.Tech, PGDM (Finance), CFA. • Mr. Upadhyaya holds a wide range of experience in the equity market and portfolio management.

  7. Reason 5: Future Growth Prospect • According to the finance experts, Kotak Standard Multicap Fund will continue to achieve remarkable growth in the upcoming years. • Formation of stable government at the center will further assist the performance of the scheme. • Good moves have started paying the scheme. For instance, the fund increased the asset allocation in private banks from 18.94% in September, 2018 to 25.55% in April, 2019. Moreover, the fund has also decreased the portion of assets in the housing finance companies. In April, 2019 the assets allocated in Housing Development Finance Corporation (HDFC) was reduced from 4.65% to 1.47%.

  8. How to Start SIP Investment in Kotak Standard Multicap Fund? • To start the SIP Plan in Kotak Standard Multicap Fund, follow the steps given below: • Visit the MySIPonline website- www.mysiponline.com or download our mobile app. • On the home page, you will find a 'Registration Box'. Register yourself using your Google Account or create a MySIPonline account. • Submit your personal details along with scanned original documents (PAN Card, Aadhaar Card, Signature, and Photo). • Proceed for the verification process and get yourself verified using Video KYC. • Congratulations! You have completed the registration process. Now, choose an investment amount and start your SIP plan in Kotak Standard Multicap Fund.

  9. Some Interesting Facts About Kotak Standard Multicap Fund • Largest AUM in Multicap Category: Kotak Standard Multicap Fund is the biggest fund having an AUM of Rs. 26,010 Crore (as on 31st May, 2019). No other peer competitor is even close to the benchmark. • Lowest Expense Ratio: With the expense ratio of 1.63% (as on 31st May, 2019), Kotak Standard Multicap Fund holds the title of a multicap fund having least expense ratio. It is again a compelling reason due to which investors should start the mutual fund investment in Kotak Standard Multicap Fund. • Massive Growth in Short Interval: The multicap fund of Kotak MF was launched in 2009, and in this 10 years, it is has emerged as a top performer in terms of growth and performance.

  10. Conclusion: What Should Investors Do? According to all the parameters, Kotak Standard Multicap Fund is one of the best mutual fund investments for the moderate risk takers. Moreover, the phenomenal history created by the multi cap fund is expected to repeat in the upcoming years as well. Thus, an investor should start the SIP plan in this mutual fund scheme as early as possible. Happy Investment! www.mysiponline.com +91-9660032889 support@mysiponline.com Disclaimer:The presentation is intended as a source to impart knowledge to the investors. The data has been collected from several mutual forums. *Mutual Funds investments are subject to market risk, read all scheme related documents carefully.

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