Overview (as on 18 May 2021)

NAV

₹13.478

1y returns

36.445%

Fund AUM

₹41 Cr

Expense Ratio

0.18%

Fund Performance

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Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
38.10%
Tech
16.19%
Basic Materials
11.72%
Energy
9.16%
Consumer
7.41%
Defensive
5.95%
Industrials
3.96%
Health
2.95%
Communication
2.39%
Utilities
2.18%
Size Breakup
Large Cap
84.81%
Mid Cap
15.19%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and sectors. There is no assurance or guarantee that the investment objective of the scheme will be achieved.
Scheme Name
Kotak India Growth Fund Series 7 Direct Dividend option Income Dis cum Cap wdrl
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
31 August, 2018
Fund Manager
Shibani Kurian
Fund House Details
Fund House
Kotak Mahindra Asset Management Co Ltd
Email
fundaccops@kotakmutual.com
Phone
+912266384455
Address
Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

Other Related Plans

Peer Funds

Kotak India Growth Fund Series 7 Direct Dividen...

NAV

₹13.478

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Shibani Kurian
Shibani Kurian

leader

Work Experience
"null"

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