Kotak US Equity Fund Standard Direct Growth

Equity
International
High Risk
13.24%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Feb 2020₹20.13
Min. SIP amountNot Supported
RatingNA
Fund size₹14.68Cr

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 International
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns17.1%13.2%11.7%12.0%
Category average30.4%5.2%9.8%NA
Rank with in category764NA
Understand terms

Holdings (1)

NameSectorInstrumentAssets
PineBridge US Large Cap Research Enhanced Fund
FinancialForgn.MF- Equity95.70%

Expense ratio, exit load and tax

Expense ratio: 0.62%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

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

Minimum investment amounts

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

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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