Name: Kotak India Growth Fund Series 4 Direct Growth
Brand: Kotak Mahindra Mutual Fund

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Kotak India Growth Fund Series 4 Direct Growth
Equity
Multi Cap
Very High Risk
31.63%
3Y annualised
-0.56% 1D
1M
6M
1Y
3Y
All
 NAV: 22 Oct 2021₹20.08
Min. SIP amountNA
Rating3star
Fund size₹86.47 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Multi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA72.8%31.6%20.9%
Category averageNANANANA
Rank with in categoryNANANANA
Understand termsinfo
Holdings (35)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity8.3%
Persistent Systems Ltd.
TechnologyEquity6.3%
Reliance Industries Ltd.
EnergyEquity5.7%
HDFC Bank Ltd.
FinancialEquity5.5%
State Bank of India
FinancialEquity5.0%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE4.0%
Bharti Airtel Ltd.
CommunicationEquity3.7%
Pokarna Ltd.
ConstructionEquity3.7%
Emami Ltd.
FMCGEquity3.5%
ITC Ltd.
FMCGEquity3.3%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
0.34%
31 Aug 2021 - 30 Sep 2021
0.34%
31 Jul 2021 - 31 Aug 2021
0.34%
30 Jun 2021 - 31 Jul 2021
0.34%
31 May 2021 - 30 Jun 2021
0.34%
30 Apr 2021 - 31 May 2021
0.34%
31 Mar 2021 - 30 Apr 2021
0.34%
28 Feb 2021 - 31 Mar 2021
0.34%
31 Jan 2021 - 28 Feb 2021
0.34%
31 Dec 2020 - 31 Jan 2021
0.34%
30 Nov 2020 - 31 Dec 2020
0.34%
31 Oct 2020 - 30 Nov 2020
0.34%
30 Sep 2020 - 31 Oct 2020
0.34%
31 Aug 2020 - 30 Sep 2020
0.34%
31 Jul 2020 - 31 Aug 2020
0.34%
30 Jun 2020 - 31 Jul 2020
0.34%
31 May 2020 - 30 Jun 2020
0.34%
30 Apr 2020 - 31 May 2020
0.34%
31 Mar 2020 - 30 Apr 2020
0.34%
29 Feb 2020 - 31 Mar 2020
0.34%
31 Jan 2020 - 29 Feb 2020
0.34%
31 Dec 2019 - 31 Jan 2020
0.34%
30 Nov 2019 - 31 Dec 2019
0.34%
31 Oct 2019 - 30 Nov 2019
0.34%
30 Sep 2019 - 31 Oct 2019
0.34%
31 Aug 2019 - 30 Sep 2019
0.34%
31 Jul 2019 - 31 Aug 2019
0.34%
30 Jun 2019 - 31 Jul 2019
0.34%
31 May 2019 - 30 Jun 2019
0.34%
30 Apr 2019 - 31 May 2019
0.34%
31 Mar 2019 - 30 Apr 2019
1.40%
28 Feb 2019 - 31 Mar 2019
1.40%
31 Jan 2019 - 28 Feb 2019
1.40%
31 Dec 2018 - 31 Jan 2019
1.37%
30 Nov 2018 - 31 Dec 2018
1.37%
31 Oct 2018 - 30 Nov 2018
1.37%
30 Sep 2018 - 31 Oct 2018
1.37%
31 Aug 2018 - 30 Sep 2018
1.32%
31 Jul 2018 - 31 Aug 2018
1.10%
31 May 2018 - 31 Jul 2018
1.80%
30 Apr 2018 - 31 May 2018
1.79%
31 Mar 2018 - 30 Apr 2018
2.14%
Expense ratio, exit load and taxExpense ratio: 0.34%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementDevender Singhal
Mar 2018 - Present
View details
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Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Also manages these schemes
Kotak Asset Allocator Fund Regular IDCW
Kotak Asset Allocator Fund Regular Growth
Kotak PSU Bank Exchange Traded Fund
Kotak Sensex Exchange Traded Fund
Kotak Nifty ETF IDCW
Kotak Debt Hybrid Fund Regular IDCW Monthly
Kotak Debt Hybrid Fund Regular Growth
Kotak Debt Hybrid Fund Regular IDCW Quarterly
Kotak Asset Allocator Fund Direct IDCW
Kotak Asset Allocator Fund Direct Growth
Kotak Debt Hybrid Fund Direct Growth
Kotak Debt Hybrid Fund Direct IDCW Monthly
Kotak Debt Hybrid Fund Direct IDCW Quarterly
Kotak Equity Savings Fund Regular Growth
Kotak Equity Savings Fund Direct Growth
Kotak Equity Savings Fund Regular IDCW Monthly
Kotak Equity Savings Fund Direct IDCW Monthly
Kotak Equity Savings Fund Regular IDCW Quarterly
Kotak Equity Savings Fund Direct IDCW Quarterly
Kotak Banking ETF IDCW
Kotak NV 20 ETF IDCW
Kotak India Growth Fund Series 4 Direct IDCW
Kotak India Growth Fund Series 4 Regular Growth
Kotak India Growth Fund Series 4 Direct Growth
Kotak India Growth Fund Series 7 Direct Growth
Kotak India Growth Fund Series 7 Regular IDCW
Kotak India Growth Fund Series 7 Regular Growth
Fund house & investment objective
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Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM2,32,434.26 Cr
Date of Incorporation23 Jun 1998
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
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 23 Jun 1998. Harsha Upadhyaya is the Current Fund Manager of Kotak India Growth Fund Series 4 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,32,434 Cr and the Latest NAV as of 22 Oct 2021 is ₹20.08.
The Kotak India Growth Fund Series 4 Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. ...Read more
Investment Objective
The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and
The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and sectors.
...Read more
Fund benchmarkNIFTY 200 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone
022 - 66384444
Launch Date
23 Jun 1998
E-mail
[email protected]
Website
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
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Kotak India Growth Fund Series 4 Direct Growth
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	6M	1Y	3Y	All
Fund returns	NA	72.8%	31.6%	20.9%
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	8.3%
Persistent Systems Ltd.	Technology	Equity	6.3%
Reliance Industries Ltd.	Energy	Equity	5.7%
HDFC Bank Ltd.	Financial	Equity	5.5%
State Bank of India	Financial	Equity	5.0%
Reliance Industries Ltd - Partly Paid Equity	Energy	PPE	4.0%
Bharti Airtel Ltd.	Communication	Equity	3.7%
Pokarna Ltd.	Construction	Equity	3.7%
Emami Ltd.	FMCG	Equity	3.5%
ITC Ltd.	FMCG	Equity	3.3%

Rating	3
Fund size	₹86.47 Cr