Kotak India Growth Fund Series 7 Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Kotak India Growth Fund Series 7 Growth Fund Overview
Min. investment
SIP ₹ & Lump. ₹5000
AUM (Fund size)
₹45 Cr
Lock In Period
N/A
Expense Ratio
1.26
Exit Load
Nil
Benchmark
Nifty 50 Total Returns Index
Kotak India Growth Fund Series 7 Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.06 | -0.57 | 7.74 |
| 6M | 14.16 | 1.99 | 64.49 |
| 1Y | 36.72 | 4.19 | 137.57 |
| 3Y | 0.00 | 12.50 | 202.94 |
Portfolio Analysis
- Equity: 98.61%
- Debt: 1.39%
- Others
As on: 2021-07-31
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About Fund Kotak India Growth Fund Series 7 Growth
Kotak India Growth Fund Series 7 Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹45 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 1.26. Under the expert guidance of Shibani Kurian ,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
Shibani Kurian
.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| The Wealth Company Large & Mid Cap Fund Growth | 0 | 101 CR | 6.54 |
| Kotak India Growth Fund Series 7 Growth | 0 | 45 CR | 1.26 |
| Sundaram Emerging Small Cap - Series III Growth | 0 | 299 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundThe Wealth Company Large & Mid Cap Fund Growth | 0 | 0 |
| This FundKotak India Growth Fund Series 7 Growth | 34.7529 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
Kotak India Growth Fund Series 7 Growth FAQs
Kotak India Growth Fund Series 7 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 7 Growth is 1.26. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak India Growth Fund Series 7 Growth’s fund performance is as follows:
- 1 Month : 4.06%
- 6 Months : 14.16%
- 1 Year : 36.72%
- 3 Years : 0.00%
You can invest in Kotak India Growth Fund Series 7 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 7 Growth is ₹45 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak India Growth Fund Series 7 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
