Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹5 Cr
Lock In Period
N/A
Expense Ratio
1.26
Benchmark
N/A
Exit Load
1% of the Applicable NAV if redeemed within 1 Year from the date of allotment.No exit load shall be charged on units allotted on account of reinvestment of dividend.
Summary
Latest details for Kotak US Equity Fund - Growth include a ₹ NAV as of Mar 25,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Kotak US Equity Fund - Growth AUM is ₹5 Cr, with a lock-in of N/A years, expense ratio of 1.26%, and benchmark N/A. Exit load is - 1% of the Applicable NAV if redeemed within 1 Year from the date of allotment.No exit load shall be charged on units allotted on account of reinvestment of dividend.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.69% and a category best of 5.90%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.69 | 5.90 |
| 6M | 0.00 | 0.79 | 30.69 |
| 1Y | 0.00 | 4.26 | 107.04 |
| 3Y | 0.00 | 11.87 | 217.27 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2020-01-31
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About Fund
Kotak US Equity Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Fund Of Fundsscheme with Assets Under Management of ₹5 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.26. Under the expert guidance of Arjun Khanna ,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 FundICICI Prudential Global Stable Equity Fund (FOF) Growth | 0 | 88.3 CR | 1.41 |
| This FundHDFC Income Plus Arbitrage Active FOF Growth | 0 | 2345.55 CR | 0.33 |
| This FundKotak US Equity Fund - Growth | 0 | 4.59 CR | 1.26 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 5 | 5881.85 CR | 0.58 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 2190.96 CR | 2.37 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Global Stable Equity Fund (FOF) Growth | 14.444 | 41.72 |
| This FundHDFC Income Plus Arbitrage Active FOF Growth | 5.9207 | 42.0378 |
| This FundKotak US Equity Fund - Growth | 15.9845 | 42.1154 |
| This FundMotilal Oswal Nasdaq 100 Fund of Fund Growth | 17.3387 | 110.8781 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 105.6406 | 211.0791 |
FAQs
Kotak US Equity Fund - 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 US Equity Fund - Growth is 1.26. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak US Equity Fund - Growth’s fund performance is as follows:
- 1 Month : 0.00%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Kotak US Equity Fund - 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 US Equity Fund - Growth is ₹5 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak US Equity Fund - 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