Kotak US Equity Fund Standard Growth+0.42%

1Groww
-0.43%
1 Year Return
Others
FoF Overseas
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak US Equity Fund Standard Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio1.26%
NAV17.31 (18 Sep 2019)
Fund Started20 Dec 2013
Fund Size12 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak US Equity Fund Standard Growth
-0.4%
12.7%
10.0%
10.1%
Category Average
7.6%
12.0%
NA
-
Rank within category
9
6
3
-
*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
    30
    with -0.4% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    PineBridge US Large Cap Research Enhanced FundFinancialForgn.MF- Equity96.1%
    See All

    Fund Managers

    addDeepak Gupta
    Education
    Mr. Gupta is a B.Com (H), CA, Cost Accountant and CFA.
    Experience
    He has been associated with Kotak AMC since 2007.
    Funds Managed

    Other Details

    Kotak US Equity Fund Standard Growth is a Others Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 20 Dec 2013. Deepak Gupta is the Current Fund Manager of Kotak US Equity Fund Standard Growth.The fund currently has an Asset Under Management(AUM) of ₹12 Cr and the Latest NAV as of 18 Sep 2019 is ₹17.31.

    The Kotak US Equity Fund Standard Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year..

    Investment Objective

    The primary investment objective of the scheme is to provide long term capital appreciation by investing in units of a fund that invests predominantly in equity and equity-related securities of companies having assets, products or operations in the United States. However, there is no assurance that the objective of the scheme will be realized.

    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)

    ₹5000
    Min for First Investment
    ₹1000
    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
    22 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
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    + ₹1,000
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