Kotak US Equity Fund - Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Kotak US Equity Fund - Growth Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹5 Cr
Lock In Period
N/A
Expense Ratio
1.26
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.
Benchmark
N/A
Kotak US Equity Fund - Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -0.37 | 5.90 |
| 6M | 0.00 | 1.48 | 30.23 |
| 1Y | 0.00 | 3.11 | 63.33 |
| 3Y | 0.00 | 12.99 | 299.44 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2020-01-31
View allocation % by
About Fund Kotak US Equity Fund - Growth
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.
Fund Managers
Arjun Khanna
.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Franklin India Income Plus Arbitrage Active Fund of Funds Growth | 0 | 141 CR | 0.45 |
| ICICI Prudential Aggressive Hybrid Active FOF Growth | 4 | 8,894 CR | 1.5 |
| Kotak US Equity Fund - Growth | 0 | 4 CR | 1.26 |
| DSP World Gold Mining Overseas Equity Omni FoF Growth | 5 | 1,665 CR | 2.31 |
| Mirae Asset NYSE FANG + ETF Fund of Fund Growth | 5 | 3,085 CR | 0.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Income Plus Arbitrage Active Fund of Funds Growth | 5.317 | 41.5461 |
| This FundICICI Prudential Aggressive Hybrid Active FOF Growth | -5.5918 | 42.1116 |
| This FundKotak US Equity Fund - Growth | 15.9845 | 42.1154 |
| This FundDSP World Gold Mining Overseas Equity Omni FoF Growth | 28.1491 | 234.1024 |
| This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth | 35.1368 | 294.8693 |
Kotak US Equity Fund - Growth 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.
