Kotak US Equity Fund Standard Direct Growth

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 '20
₹20.13
Min. SIP amount
Not Supported
Fund size
₹14.68 Cr
Expense ratio
0.62%

Holdings (1)

NameSectorInstrumentsAssets
PineBridge US Large Cap Research Enhanced FundFinancialForgn.MF- Equity95.70%

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+17.1%+13.2%+11.7%+12.0%
Category average (Equity International)+29.5%+23.8%+11.0%--
Rank (Equity International)764--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

About Kotak US Equity Fund Standard Direct Growth

Kotak US Equity Fund Standard Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. The fund currently has an Asset Under Management(AUM) of ₹5,69,913 Cr and the Latest NAV as of 25 Feb 2020 is ₹20.13. The Kotak US Equity Fund Standard Direct Growth is rated High risk. Minimum SIP Investment is set to ₹1,000. Exit load of 1% if redeemed within 1 year. ;

Investment Objective

The scheme seeks to provide long term capital appreciation by investing in units of fund that invest predominantly in equity and equity-related securities of companies having assets, products or operations in the United States.
Fund benchmarkS&P 500 Total Return Index

Fund house

Rank (total assets)#5 in India
Total AUM₹5,69,913.46 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mailNA
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,