Kotak Multi Cap Fund Invest with Expert-Led Choices
* Kotak Multi Cap completes five years with CAGR of 15.8%
* AUM of of INR 30,335 Cr as of September 30, 2026
* Fund Managers: Mr. Devender Singhal & Mr. Abhishek Bisen
* Benchmark: Nifty 500 Multicap 50:25:25 TRI As
Indian equities navigate a market environment marked by changing valuations, evolving sector leadership and a broadening opportunity set beyond the largest companies, multi-cap funds offer an interesting lens through which to examine where fund managers are finding opportunities across the market-cap spectrum SAGA IM
The fund follows a bottom-up stock-selection approach built around the BMV framework -Business, Management and Valuation. The framework seeks to identify businesses with strong underlying fundamentals, capable management teams and valuations that offer an attractive risk-reward proposition.
This approach becomes particularly relevant in a market where the dispersion between companies within the same sector or market-cap category can be significant, making stock selection an important component of active equity investing. .
Kotak Multi cap Fund reflects a portfolio with a broadening opportunity set
The fund's current portfolio spans sectors including banks and financial services, automobiles, industrials, construction and telecom, among others. Rather than making a single market-cap or sector call, the multi-cap structure allows the portfolio to remain exposed to companies at different stages of their growth journeys.
Performance
The fund's long-term performance reflects active management across market segments.
As of September 30, 2026, the Direct Growth plan had delivered 15.93% CAGR over 3 years 1A 12% CAGR nervaare
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