Jama - Kotak Flexicap Fund


Kotak Flexicap Fund


NAV : 68.611
(-0.024999999999991473
arrow_downward
)
AUM : ₹358 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.02%4.96%16.29%21.36%9.22%21.79%15.36%



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity scheme investing acr oss large cap, mid cap, small cap stocks
NAV68.611
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio64.0%
Exit Load : I) For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment:1% ii) For redemptions / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: NIL iii) Any exit load charged (net off Service Tax, if any) shall be credited back to the respective Scheme. (applicable for all plans) iv) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,07,839₹1,07,601₹238
After 1 year₹1,21,362₹1,20,272₹1,090
After 3 years₹1,80,646₹1,75,650₹4,996
After 20 years₹51,54,449₹42,75,520₹8,78,929

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 21.79% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors. However, there is no assurance that the objective of the scheme will be realized.
Fund Manager:
Harsha Upadhyaya