Kotak Flexicap Fund Celebrates 15 Years, Delivers 16.59% CAGR Since Inception

• Kotak Flexicap Fund completes 15 years, achieving a 16.59% Compound Annual Growth Rate (CAGR) since its launch.
• The fund's Direct Plan – Growth Option posted 15.70% CAGR over 10 years and 16.87% over five years as of December 31, 2025.
• It has maintained consistent performance by investing across large, mid, and small-cap segments.
• CIO Harsha Upadhyaya highlighted focus on companies with durable earnings and strong capital efficiency, using bottom-up stock selection and top-down sector views.
• The portfolio as of December 2025 included 73% large-cap, 19% mid-cap, and 5% small-cap stocks, with key exposures in financial services, automobiles, and capital goods.