Kotak fund cites 12.5% five‑year SIP return

- Kotak’s Large & Midcap Fund commentary and analysis project a five‑year SIP XIRR scenario around 12.5%, positioning stability with growth. (x.com) - The discussion flags a modest 1.1% alpha for flexicap approaches, using that delta to argue measured reweighting into equity exposure. (x.com) - Investors are using these institutional valuation lenses to size allocations ahead of seasonal demand and macro uncertainty in equity markets. (x.com)