Kotak India Growth Fund Series 7 IDCW

Equity
Diversified
Very High Risk
Payout
1M
6M
1Y
All
NAV: 31 Aug 2021
₹14.62
Rating
NA
Min. SIP amount
Not Supported
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
TechnologyEquity9.89%
FinancialEquity9.07%
FinancialEquity8.69%
EnergyEquity7.74%
TechnologyEquity5.41%
State Bank of India
FinancialEquity4.27%
ConstructionEquity3.98%
FMCGEquity3.61%
DiversifiedEquity3.57%
FinancialEquity3.50%
ChemicalsEquity3.39%
ConstructionEquity3.17%
FinancialEquity3.14%
AutomobileEquity2.64%
ConstructionEquity2.56%
EnergyEquity2.43%
ChemicalsEquity2.25%
CommunicationEquity2.10%
FinancialEquity2.00%
FinancialEquity1.87%
HealthcareEquity1.84%
FinancialEquity1.44%
TechnologyEquity1.35%
AutomobileEquity1.23%
SBI Cards & Payments Services Ltd.
FinancialEquity1.15%
HealthcareEquity1.12%
FMCGEquity1.07%
EnergyEquity1.03%
ICICI Lombard General Insurance Company Ltd.
InsuranceEquity1.03%
FinancialEquity1.02%
FMCGEquity0.68%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE0.44%
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 returns8.2%14.2%36.7%46.2%
Category averageNANA48.8%NA
Rank with in category1013NANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.18%

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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