Kotak India Growth Fund Series 7 Direct Growth

Equity
Diversified
Very High Risk
1M
6M
1Y
All
NAV: 31 Aug 2021₹15.10
Min. SIP amountNot Supported
RatingNA
Fund size₹45.43Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (32)

NameSectorInstrumentAssets
TechnologyEquity9.94%
FinancialEquity9.68%
FinancialEquity8.16%
EnergyEquity7.37%
TechnologyEquity5.05%
State Bank of India
FinancialEquity4.33%
ConstructionEquity4.19%
DiversifiedEquity4.19%
ConstructionEquity3.51%
FMCGEquity3.36%
FinancialEquity3.27%
ChemicalsEquity3.24%
FinancialEquity3.01%
ConstructionEquity2.59%
EnergyEquity2.48%
AutomobileEquity2.42%
ChemicalsEquity2.26%
CommunicationEquity2.22%
FinancialEquity2.17%
HealthcareEquity1.92%
FinancialEquity1.83%
FinancialEquity1.47%
TechnologyEquity1.47%
SBI Cards & Payments Services Ltd.
FinancialEquity1.21%
AutomobileEquity1.16%
FMCGEquity1.07%
FinancialEquity0.98%
EnergyEquity0.97%
HealthcareEquity0.96%
ICICI Lombard General Insurance Company Ltd.
InsuranceEquity0.96%
FMCGEquity0.76%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE0.41%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Diversified
Absolute returns
3M6M1YAll
Fund returns8.5%14.8%38.2%51.0%
Category averageNANA48.8%NA
Rank with in category1013NANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.18%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (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.

Understand terms
Check past data

Fund management

Shibani Sircar Kurian
May 2019 - Present
View details

Education
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Experience
Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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