Kotak Multicap Fund

December 29, 2025 RA Jainee Leave a reply

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Kotak Multicap Fund

⚖️ Sahifund Review — Kotak Multicap Fund ✓

PLUS: Stability, track record, cost efficiency
Kotak Multicap Fund has emerged as a strong multi-cap performer since its 2021 launch, delivering an impressive 3-year return of ~26%, well ahead of the category average. The fund benefits from true multi-cap allocation (large, mid and small caps), allowing it to participate across market cycles. A low expense ratio of 0.45% significantly enhances long-term compounding. The portfolio is reasonably diversified with balanced sector exposure, while backing from Kotak Mahindra Mutual Fund ensures process discipline and risk controls.

MINUS: Large AUM, large-cap bias, momentum lag
With assets exceeding Rs. 22,000 Cr, scalability may gradually temper alpha generation. Mandatory allocation limits flexibility versus flexi-cap peers, especially during sharp style rotations. Portfolio churn is relatively high, and returns may lag momentum-driven phases when specific market-cap segments sharply outperform.

Decisive Line (Sahifund View):
An excellent core SIP multi-cap fund for long-term investors seeking low-cost, all-weather equity exposure with the patience to ride interim volatility.

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| NFO Guidance |

What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail. 

Suitable For Which Investors? 
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way. 
This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes. 
Like for all equity funds, you must invest only through the SIP route. 

Fund’s Investment Strategy: 
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization. 

Fund Manager: 

1) Abhishek Bisen 
Education: Mr. Bisen is a BA and MBA in Finance. 
Experience: Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm. 
2) Devender Singhal 
Education: Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi. 
Experience: Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 — January 2009) ,Religare (February 2006 — June 2007), Karvy (July 2004 — January 2006), P N Vijay Financial Services Pvt Ltd(2001 — 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 — June 2000 ).