About Kotak Standard Multicap Fund

Kotak Standard Multicap Fund is an open-ended equity scheme investing in stocks across market capitalizations i.e large-cap, midcap & smallcap.

Investment Objective

The investment objective of the scheme is to provide long-term capital appreciation to the investors by investing in a diversified portfolio of equity & equity-related securities with focus on a few selected sectors.

Benchmark

The Benchmark of the scheme is NIFTY 200 TRI.

Investment Details

Particulars	Minimum Amount
Minimum Application Amount	Rs.5,000 & in multiples of Rs.1 thereafter
Minimum Additional Investment	Rs.1,000 & in multiples of Rs.1 thereafter

SIP Details

Minimum Amount	Minimum Installments
Rs.500	10

Loads

Entry Load: Nil

Exit Load:

If units are redeemed or switched out within 1 year- 1%

If units are redeemed or switched out after 1 year- Nil

Suitability

Kotak Standard Multicap Fund is suitable for investors with a moderately high-risk appetite & looking to invest for a period of 5 years & above.

Taxation:

As the fund predominantly invests in equity securities, Kotak Standard Multicap Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:

If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1 lacs in a financial year is tax-free and above that, it is taxed at the rate of 10% without the benefit of indexation.
If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 15%.

Kotak Standard Multicap Fund’s Asset Allocation

Under normal conditions, the pattern of asset allocation is as follows:

Assets	Minimum indicative allocation (% of total assets)	Maximum indicative allocation (% of total assets)	Risk Profile
Equity & Equity related securities	65	100	Moderate to High
Debt & money market instruments	0	35	Low
REITs & InvITs	0	10	Moderate to High

Who should invest?

Multicap funds are those equity mutual funds that invest in equity & equity-related securities of companies across market capitalizations & different sectors. These funds offer the benefits of diversification through its multi-cap investments.

Investments in Kotak Standard Multicap Fund can be made by investors who want to invest in a diversified portfolio of equities. The diversified equity portfolio helps generate good returns over long periods with relatively lower volatility.

Investors looking to invest in equity funds with a diversified portfolio could consider investments in this fund. The fund can be a good investment for an investor’s core equity portfolio.

Eligibility

The following people are eligible for investing in this scheme:

Indian Resident Adults (single holder or on a joint basis)
Hindu Undivided Family
Partnership entities
Limited Liability Partnership units
Minor through parent or a legal guardian
Sole Proprietor
Corporates, PSUs & others.
NRIs/POIs/OCIs
Banks & Financial Institutions
Religious & Charitable Trusts
Defense & paramilitary units
Foreign Portfolio Investors
Pension/Provident/Gratuity Funds
Trustee, AMCs or Sponsors
Other schemes of Kotak or other mutual funds
Alternative Investment Funds
Others

How to invest?

You can invest in Kotak Standard Multicap Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.