Flexi cap
The manager can buy companies of any size. Grew 15.0% a year (Direct) since 2013.
- Last 5 years
- 9.3%
- Typical 5-year return
- 15.8%
- Worst fall
- −37.3%
- ₹5,000 a month since 2016
- ₹13.3 lakh
average yearly growth
median of every 5-year window
from a high, Mar 2020
from ₹6.5 lakh put in
- Kotak Flexicap (Direct)
- Nifty 50 index fund
One point per week, so a single worst day can sit slightly below the line.
What the Regular plan cost here
Invested in both plans on 4 Jan 2013. The Regular plan grew about 1.1% a year slower over 13.8 years.
₹8.4 lakh
lost to commission, so far
Direct grew to ₹68.7 lakhRegular to ₹60.4 lakh