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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹100

AUM (Fund size)

₹133 Cr

Lock In Period

N/A

Expense Ratio

1.28

Benchmark

Nifty 200 Total Return

Exit Load

Nil

Summary

Latest details for Kotak India Growth Fund Series 4 Growth include a ₹29.1871 NAV as of Feb 22,2024 and returns since inception of 93.17%. Minimum investments start at SIP ₹0. The Kotak India Growth Fund Series 4 Growth AUM is ₹133 Cr, with a lock-in of N/A years, expense ratio of 1.28%, and benchmark Nifty 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 3.48% returns, against a category average of 0.54% and a category best of 15.90%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.480.5415.90
6M23.001.1664.49
1Y48.854.66137.57
3Y24.5414.29202.94

Portfolio Analysis

  • Equity: 97.70%
  • Debt: 2.30%
  • Others
As on: 2024-01-31
View allocation % by

1. HDFC BANK LTD.6.79%
2. AXIS BANK LTD.3.80%
3. ICICI BANK LTD.3.63%
4. INDUSIND BANK LTD.1.73%

1. RELIANCE INDUSTRIES LTD.5.98%
2. Hindustan Petroleum Corporation Ltd.3.48%

1. Tech Mahindra Ltd.3.81%
2. Infosys Ltd.3.06%
3. Cyient Ltd.0.53%
4. Mphasis Ltd0.39%

1. ITC Ltd.6.06%

1. Hero MotoCorp Ltd.5.91%

1. Power Finance Corporation Ltd.5.10%

1. Maruti Suzuki India Limited4.94%

1. NATIONAL THERMAL POWER CORPORATION LTD.4.78%

1. BANK OF BARODA4.66%

1. Zomato Ltd3.67%

1. United Spirits Ltd2.46%
2. Radico Khaitan Ltd.0.66%

1. Hindustan Unilever Ltd.1.87%
2. Godrej Consumer Products Ltd.1.05%

1. BHARTI AIRTEL LTD.2.73%

1. GAIL (India) Ltd.2.60%

1. KALPATARU PROJECTS INTERNATIONAL LIMITED2.35%

1. Zee Entertainment Enterprises Ltd1.30%
2. Sun TV Network Limited0.74%

1. Fortis Healthcare India Ltd1.95%

1. Bharat Forge Ltd.1.86%

1. Bharat Electronics Ltd.1.74%

1. Pokarna Ltd.1.56%

1. Jubilant Foodworks Limited0.98%
2. Barbeque Nation Hospitality Ltd.0.38%

1. TATA MOTORS LTD.1.32%

1. Mahindra & Mahindra Financial Services Ltd.0.76%
2. JIO FINANCIAL SERVICES LTD0.43%

About Fund

Kotak India Growth Fund Series 4 Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹133 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 1.28. Under the expert guidance of Devender Singhal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Devender Singhal

Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi. Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 - January 2009) ,Religare (February 2006 - June 2007), Karvy (July 2004 -January 2006), P N Vijay Financial Services Pvt Ltd(2001 - 2004) and Dundee Mutual Fund(Summer Trainee) (May 2000 - June 2000).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundITI Mid Cap Fund Growth11183.91 CR2.02
This FundKotak India Growth Fund Series 4 Growth0132.94 CR1.28
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundITI Mid Cap Fund Growth8.573291.3257
This FundKotak India Growth Fund Series 4 Growth48.845493.1673
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Kotak India Growth Fund Series 4 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak India Growth Fund Series 4 Growth is 1.28. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak India Growth Fund Series 4 Growth’s fund performance is as follows:
  • 1 Month : 3.48%
  • 6 Months : 23.00%
  • 1 Year : 48.85%
  • 3 Years : 24.54%
Returns of Kotak India Growth Fund Series 4 Growth are updated daily based on NAV of ₹ 29.1871 as on Feb 22,2024. Since inception, the return has been 93.17%.

You can invest in Kotak India Growth Fund Series 4 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak India Growth Fund Series 4 Growth is ₹133 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak India Growth Fund Series 4 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500