Kotak India Growth Fund Series 4 Direct Growth

Kotak India Growth Fund Series 4 Direct Growth

Equity
Multi Cap
Very High Risk
+25.97%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Feb '24
₹31.06
Min. SIP amount
Not Supported
Fund size
₹132.94 Cr
Expense ratio
0.34%

Holdings (39)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.79%
ITC Ltd.Consumer StaplesEquity6.06%
Reliance Industries Ltd.EnergyEquity5.98%
Hero Motocorp Ltd.AutomobileEquity5.91%
Power Finance Corporation Ltd.FinancialEquity5.10%
Maruti Suzuki India Ltd.AutomobileEquity4.94%
NTPC Ltd.EnergyEquity4.78%
Bank Of BarodaFinancialEquity4.66%
Tech Mahindra Ltd.TechnologyEquity3.81%
Axis Bank Ltd.FinancialEquity3.80%
Zomato Ltd.ServicesEquity3.67%
ICICI Bank Ltd.FinancialEquity3.63%
Hindustan Petroleum Corporation Ltd.EnergyEquity3.48%
Infosys Ltd.TechnologyEquity3.06%
Bharti Airtel Ltd.CommunicationEquity2.73%
GAIL (India) Ltd.EnergyEquity2.60%
United Spirits Ltd.Consumer StaplesEquity2.46%
Kalpataru Projects International Ltd.Capital GoodsEquity2.35%
Fortis Healthcare Ltd.HealthcareEquity1.95%
Hindustan Unilever Ltd.Consumer StaplesEquity1.87%
Bharat Forge Ltd.AutomobileEquity1.86%
Bharat Electronics Ltd.Capital GoodsEquity1.74%
Indusind Bank Ltd.FinancialEquity1.73%
Pokarna Ltd.ConstructionEquity1.56%
Tata Motors Ltd. - DVR OrdinaryAutomobileEquity1.32%
Zee Entertainment Enterprises Ltd.ServicesEquity1.30%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.05%
Jubilant FoodWorks Ltd.ServicesEquity0.98%
Zydus Lifesciences Ltd.HealthcareEquity0.79%
Century Plyboards (India) Ltd.Consumer StaplesEquity0.79%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.76%
Sun TV Network Ltd.ServicesEquity0.74%
Firstsource Solutions Ltd.ServicesEquity0.69%
Radico Khaitan Ltd.Consumer StaplesEquity0.66%
Cyient Ltd.TechnologyEquity0.53%
JIO Financial Services Ltd.FinancialEquity0.43%
Mphasis Ltd.TechnologyEquity0.39%
Barbeque-Nation Hospitality Ltd.ServicesEquity0.38%
PNC Infratech Ltd.ConstructionEquity0.37%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+50.3%+26.0%+28.1%+20.8%
Category average (Equity Multi Cap)+48.8%+24.5%----
Rank (Equity Multi Cap)11----

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Kotak Multicap Fund Direct Growth
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+7.57%+24.21%23,057.25
Axis Multicap Fund Direct Growth
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+2.41%+23.51%9,270.66
Nippon India Multi Cap Fund Direct Growth
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HDFC Multi Cap Fund Direct Growth
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+3.16%+20.52%19,884.94
ICICI Prudential Multicap Fund Direct Plan Growth
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About Kotak India Growth Fund Series 4 Direct Growth

Kotak India Growth Fund Series 4 Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. The fund currently has an Asset Under Management(AUM) of ₹5,69,913 Cr and the Latest NAV as of 22 Feb 2024 is ₹31.06. The Kotak India Growth Fund Series 4 Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. ;

Investment Objective

The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and sectors.
Fund benchmarkNIFTY 200 Total Return Index

Fund house

Rank (total assets)#5 in India
Total AUM₹5,69,913.46 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mailNA
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,