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Kotak US Equity Fund Standard Dividend+0.01%

16.32%
1 Year Return
Others
FoF Overseas
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak US Equity Fund Standard Dividend

RiskHigh
Min SIP AmountNot Supported
Expense Ratio1.26%
NAV19.21 (25 Feb 2020)
Fund Started20 Dec 2013
Fund Size15 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.3%
12.4%
10.8%
10.7%
Category Average
21.7%
11.2%
10.8%
-
Rank Within Category
8
7
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 16.3% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

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

    Fund Managers

    Deepak Gupta
    keyboard_arrow_down
    Arjun Khanna
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    Kotak US Equity Fund Standard Dividend Details

    Kotak US Equity Fund Standard Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹15 Cr and the Latest NAV as of 25 Feb 2020 is ₹19.21.

    The Kotak US Equity Fund Standard Dividend 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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