Fund Details
Kotak US Equity Fund Standard Direct Growth
| Risk | High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.62% |
| NAV | ₹20.13 (25 Feb 2020) |
|---|---|
| Fund Started | 20 Dec 2013 |
| Fund Size | ₹15 Cr |
Returns
Comparison
1. 3Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| PineBridge US Large Cap Research Enhanced Fund | Financial | Forgn.MF- Equity | 95.7% |
Fund Managers
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.
