Kotak Flexicap Fund Marks 15 Years* of its Journey in Long‑Term Wealth Creation

Udaipur : Kotak Mahindra Asset Management Company Ltd. (“KMAMC”/“Kotak Mutual Fund”) announces the 15‑year milestone of Kotak Flexicap Fund*.The scheme has delivered 16.59% CAGR since inception^ and built a strong long-term performance record through multiple market environments.

Nilesh Shah, Managing Director, Kotak Mahindra Asset Management Company Ltd, said,“Kotak Flexicap Fund completing 15 years is a moment of pride for us and for the investors who have stayed committed to the fund. Flexicap as a category continues to be important because it allows investors to participate in India’s growth across segments while leaving market capitalization allocation decisions to an experienced investment team.”

As of 31 December 2025, the Kotak Flexicap Fund Direct Plan - Growth Option has generated 15.70% CAGR over 10 years and 16.87% over 5 years. The fund is managed by Harsha Upadhyaya, CIO, Kotak Mahindra AMC whose philosophy is rooted in sustainable earnings, strong governance and capital efficiency.

Harsha Upadhyaya added, “Kotak Flexicap Fund has navigated 15 years of varied market cycles by staying anchored to businesses with durable earnings potential and strong capital efficiency. Our focus has always been on stock selection backed by deep research rather than chasing short-term trends. This approach has allowed the fund to participate meaningfully in India’s growth while aiming to deliver consistent long-term outcomes for investors.”

Flexicap funds offer agility across market environments through investments across large, mid and small-cap segments. As of December 2025, Kotak Flexicap Fund holds around 73% in large caps, 19% in midcaps and 5% in small caps. The portfolio blends top-down sector views with bottom-up stock selection with key exposure in financial services, automobile and auto components, capital goods, chemicals, construction materials and consumer services. The fund’s research-driven approach helps identify long-term opportunities supported by sound valuations and visibility of earnings.