Kotak Flexicap Fund Turns Rs 1 Lakh into Rs 10 Lakh in 15 Years: A Deep Dive

• Kotak Flexicap Fund, an open-ended dynamic equity scheme, has completed 15 years since its inception in September 2009.
• The fund delivered a compounded annual growth rate (CAGR) of 16.59% over 15 years, turning an initial investment of Rs 1 lakh into approximately Rs 10 lakh.
• Managed by Harsha Upadhyaya, Chief Investment Officer at Kotak Mahindra AMC, the fund invests across large-cap, mid-cap, and small-cap stocks.
• As of December 2025, the fund had 73% exposure to large-cap, 19% to mid-cap, and 5% to small-cap stocks, with key sectors including financial services and automobiles.
• Flexicap funds offer managers the flexibility to dynamically allocate investments based on market conditions, making them suitable for long-term wealth creation.