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Kotak US Equity Fund Standard Direct Growth+0.01%

17.14%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak US Equity Fund Standard Direct Growth

RiskHigh
Min SIP AmountNot Supported
Expense Ratio0.62%
NAV₹20.13 (25 Feb 2020)
Fund Started20 Dec 2013
Fund Size15 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.1%
13.2%
11.7%
11.5%
Category Average
21.7%
10.5%
14.3%
-
Rank Within Category
7
6
4
-
*All returns are annualized.
SIP
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 17.1% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Top Holdings

NameSectorInstrument% Assets
PineBridge US Large Cap Research Enhanced FundFinancialForgn.MF- Equity95.7%

Fund Managers

Deepak Gupta
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Arjun Khanna
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Kotak US Equity Fund Standard Direct Growth Details

Kotak US Equity Fund Standard Direct Growth is a Others Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 20 Dec 2013. Deepak Gupta is the Current Fund Manager of Kotak US Equity Fund Standard Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹15 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 1000. 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.

Tax Implications

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Exit load of 1% if redeemed within 1 year.
Exit Load

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About Kotak Mahindra Mutual Fund

Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone
022 - 66384444
Launch Date
23 Jun 1998
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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