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Kotak Mahindra Mutual Fund

Kotak US Equity Fund Standard Direct - Growth

Investment Performance

would have given a return of
110,871
star
121,647
star
142,115
star
145,315
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
45,315
Profit (absolute return)
45.32%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
6.98%
In the last 6 months
17.04%
In the last 1 year
16.70%
In the last 3 years
45.32%
In the last 5 years
72.53%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at high risk

Scheme Information

Kotak US Equity Fund Standard Direct - Growth
Kotak US Equity Fund Standard Direct - Growth
as of 24 Feb 2020, 09:00 PM
14.68 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 1 year.
0.62%
Expense Ratio
Plan
Growth
4.30%
Cash Holding
Benchmark
S&P 500 Total Return Index
Scheme Document
Benchmark
S&P 500 Total Return Index
Exit Load
Exit load of 1% if redeemed within 1 year.
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Jan 2020
Sort By
Financial
97.58%
14.33 Cr
Cash Holding
4.30%
63.13 Lakh

Companies Holding in this Mutual Fund

as on 31 Jan 2020
Sort By
PineBridge US Large Cap Research Enhanced Fund
95.70%
14.05 Cr
Others
4.30%
63.13 Lakh

About Kotak US Equity Fund Standard Direct - Growth

Kotak US Equity Fund Standard Direct - Growth is a Equity mutual fund scheme from Kotak Mahindra Mutual Fund. This scheme was launched on 20 Dec 2013 and is currently managed by its fund manager Arjun Khanna. It has an AUM of ₹14.68 Crores and the latest NAV decalared is ₹20.129 as on 24 Feb 2020 at 9:00 pm.
Kotak US Equity Fund Standard Direct - Growth scheme return performance in last 1 year is 16.70%, in last 3 years is 45.32% and 101.29% since scheme launch. The min. SIP amount to invest in this scheme is ₹5000.

Scheme Details

AUM:14.68 Cr
Category:Equity: International
Launch Date:20 Dec 2013
Fund Type:Open-End

Scheme 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.

AMC Information

Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund
View AMC Details
191,224.06 Cr
AUM
111
Schemes
Address
Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E)400051
Phone Number
Phone Number
Phone : 022-61152100 / 1800-22-2626
Fax : 022-66384455