Kotak Flexicap Fund performance review analysis for January

Kotak Flexicap Fund Direct Growth performance review analysis for January: Kotak Flexicap Fund Direct Growth, managed by the seasoned fund managers Harsha Upadhyaya, remains a prominent player in the Flexi Cap. This detailed review of Kotak Flexicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. The performance over the longer durations is mentioned below: Period Mutual Fund Returns NIFTY 500 Performance Performance Difference 6 Months -6.08% -7.23% 1.15% 1 Year 15.27% 8.28% 6.99% 3 Years 46.51% 36.96% 9.55% 5 Years 114.18% 114.41% -0.23% Top Holdings of the Fund Below is the list of top holdings in the fund: Sector Allocation of the Fund Sector Name Weightage Regional Banks 22.14% Software & Programming 9.25% Chemical Manufacturing 6.42% Construction - Raw Materials 6.2% Aerospace & Defense 5.83% Construction Services 5.26% Oil & Gas Operations 4.21% Biotechnology & Drugs 3.39% Iron & Steel 3.36% Misc. Recent Portfolio Activity In the last month, the fund acquired new positions in the following stocks: Stock Name Holding No of shares Holding Value Swiggy 0.35% 3861401 181.78 The fund has increased its position in the following stocks: Stock Name No of shares No of shares Holding Value HCL Technologies 3900000.0 3800000.0 702.26 Tech Mahindra 4300000.0 3900000.0 667.80 Coromandel International 1516321.0 1500000.0 268.35 The fund has reduced its holding in the following stocks: