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 2024₹31.06
Min. SIP amountNot Supported
RatingNA
Fund size₹132.94Cr

Return calculator

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

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns50.3%26.0%28.1%20.8%
Category average48.8%24.5%NANA
Rank with in category11NANA
Understand terms

Peer Comparison

Equity, Multi Cap fundsRating1Y3YFund Size(Cr)
4
38.8%27.9%15,420.68
5
34.8%27.4%39,621.82
4
32.1%22.2%14,690.79
3
39.9%21.8%3,961.65
4
41.1%21.8%2,810.73

Holdings (39)

NameSectorInstrumentAssets
FinancialEquity6.79%
Consumer StaplesEquity6.06%
EnergyEquity5.98%
AutomobileEquity5.91%
FinancialEquity5.10%
AutomobileEquity4.94%
EnergyEquity4.78%
FinancialEquity4.66%
TechnologyEquity3.81%
FinancialEquity3.80%
ServicesEquity3.67%
FinancialEquity3.63%
EnergyEquity3.48%
TechnologyEquity3.06%
CommunicationEquity2.73%
EnergyEquity2.60%
Consumer StaplesEquity2.46%
Capital GoodsEquity2.35%
HealthcareEquity1.95%
Consumer StaplesEquity1.87%
AutomobileEquity1.86%
Capital GoodsEquity1.74%
FinancialEquity1.73%
ConstructionEquity1.56%
AutomobileEquity1.32%
ServicesEquity1.30%
Consumer StaplesEquity1.05%
ServicesEquity0.98%
HealthcareEquity0.79%
Consumer StaplesEquity0.79%
FinancialEquity0.76%
ServicesEquity0.74%
ServicesEquity0.69%
Consumer StaplesEquity0.66%
TechnologyEquity0.53%
FinancialEquity0.43%
TechnologyEquity0.39%
ServicesEquity0.38%
ConstructionEquity0.37%
See All

Expense ratio, exit load and tax

Expense ratio: 0.34%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Devender Singhal
Mar 2018 - Present
View details

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,

Compare funds

Kotak India Growth Fund Series 4 Direct Growth
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