HT Bureau
GUWAHATI, Feb 7: Kotak Mahindra Asset Management Company Ltd (KMAMC), also known as Kotak Mutual Fund, on Saturday announced the completion of 15 years of Kotak Flexicap Fund, marking a significant milestone in its long-term wealth creation journey.
Since inception, the scheme has delivered a compounded annual growth rate (CAGR) of 16.59 per cent, reflecting consistent performance across multiple market cycles.
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Nilesh Shah, managing director of Kotak Mahindra Asset Management Company Ltd, said the completion of 15 years was a moment of pride for both the fund house and investors who have remained committed to the scheme.
He said flexicap funds continue to play an important role as they allow investors to participate in India’s growth across market segments while leaving market capitalisation allocation decisions to an experienced investment team.
As of December 31, 2025, the Kotak Flexicap Fund Direct Plan – Growth Option has generated a CAGR of 15.70 per cent over 10 years and 16.87 per cent over five years.
The fund is managed by Harsha Upadhyaya, Chief Investment Officer of Kotak Mahindra AMC, whose investment philosophy focuses on sustainable earnings, strong corporate governance and capital efficiency.
Upadhyaya said the fund has successfully navigated 15 years of diverse market conditions by remaining anchored to businesses with durable earnings potential and strong capital efficiency.
He said the strategy has consistently prioritised stock selection backed by in-depth research rather than short-term market trends, enabling the fund to participate meaningfully in India’s growth while seeking to deliver steady long-term outcomes for investors.
Flexicap funds offer flexibility to adapt to changing market environments through investments across large-, mid- and small-cap segments.
As of December 2025, Kotak Flexicap Fund had an allocation of around 73 per cent in large-cap stocks, 19 per cent in mid-cap stocks and 5 per cent in small-cap stocks.
The portfolio combines top-down sectoral insights with bottom-up stock selection and has key exposure to financial services, automobiles and auto components, capital goods, chemicals, construction materials and consumer services. The fund follows a research-driven approach aimed at identifying long-term opportunities supported by sound valuations and earnings visibility.
