Return
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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 -2.24% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 3.48 | -2.24 | 7.74 |
| 6M | 23.00 | 1.01 | 64.49 |
| 1Y | 48.85 | 5.68 | 137.57 |
| 3Y | 24.54 | 13.26 | 202.94 |
Portfolio Analysis
- Equity: 97.70%
- Debt: 2.30%
- Others
As on: 2024-01-31
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundWhiteOak Capital Mid Cap Fund Growth | 4 | 4694.85 CR | 1.85 |
| This FundKotak India Growth Fund Series 4 Growth | 0 | 132.94 CR | 1.28 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWhiteOak Capital Mid Cap Fund Growth | 16.1091 | 91.6057 |
| This FundKotak India Growth Fund Series 4 Growth | 48.8454 | 93.1673 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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%
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