https://www.taxtmi.com/news?id=64795 Kotak Flexicap Fund - Direct Growth is an open-ended equity flexicap scheme with dynamic allocation (~74% large cap, ~19% mid cap, ~4-5% small cap) that reported ~18.6% 5-year CAGR, modestly outperforming its benchmark. The fund's flexicap structure permits unrestricted reallocation across market capitalisations, the Direct Plan reduces expense ratio via no distributor commissions, and disclosure cautions include equity market risk, suitability for 5+ year investors, and jurisdictional distribution restrictions with advice to consult financial and tax advisors. en-us Tue, 16 Dec 2025 10:46:03 +0530 Tue, 16 Dec 2025 10:46:03 +0530 TaxTMI RSS Generator https://www.taxtmi.com/news?id=64795 Kotak Flexicap Fund - Direct Growth is an open-ended equity flexicap scheme with dynamic allocation (~74% large cap, ~19% mid cap, ~4-5% small cap) that reported ~18.6% 5-year CAGR, modestly outperforming its benchmark. The fund's flexicap structure permits unrestricted reallocation across market capitalisations, the Direct Plan reduces expense ratio via no distributor commissions, and disclosure cautions include equity market risk, suitability for 5+ year investors, and jurisdictional distribution restrictions with advice to consult financial and tax advisors. News - Tue, 16 Dec 2025 10:46:03 +0530 https://www.taxtmi.com/news?id=64795