HomeMutual FundsKotak India Growth Ser 7 Dir Gr

Overview (as on 25 Jan 2021)

NAV

₹12.662

1y returns

11.353%

Fund AUM

₹39 Cr

Expense Ratio

0.18%

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Axis Bluechip Fund Direct Plan Growth
₹0
-Infinity% projected returns
ICICI Prudential Bluechip Fund Direct Plan Growth
₹0
-Infinity% projected returns
SBI Bluechip Fund Direct Growth
₹0
-Infinity% projected returns
Mirae Asset Large Cap Fund Direct Plan Growth
₹0
-Infinity% projected returns
Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (98.95%)
Debt & Cash (1.05%)
Sector Allocation
Financial Services
37.45%
Tech
15.93%
Basic Materials
11.03%
Energy
9.45%
Consumer
7.42%
Defensive
7.16%
Industrials
3.98%
Health
3.32%
Communication
2.37%
Utilities
1.88%
Size Breakup
Large Cap
86.36%
Mid Cap
13.64%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

All
Equity
Debt & Cash

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 Ser 7 Dir Gr
Scheme Document
Click Here
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
NA
Phone
+912266384455
Address
Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Kotak India Growth Ser 7 Dir Div
NR
Direct0.18%11.35%
Kotak India Growth Ser 7 Reg Div
NR
Regular1.26%10.15%

Peer Funds

ICICI Prudential Bluechip Fund Direct Plan Growth  

EquityLarge-CapDirectModerately High risk

1 yr returns

15.37%

AUM

₹26,541 Cr

Expense Ratio

1.22%

SBI Bluechip Fund Direct Growth  

EquityLarge-CapDirectModerately High risk

1 yr returns

17.06%

AUM

₹25,925 Cr

Expense Ratio

1.03%

Axis Bluechip Fund Direct Plan Growth  

EquityLarge-CapDirectModerately High risk

1 yr returns

19.77%

AUM

₹22,517 Cr

Expense Ratio

0.51%

Mirae Asset Large Cap Fund Direct Plan Growth  

EquityLarge-CapDirectModerately High risk

1 yr returns

16.88%

AUM

₹22,093 Cr

Expense Ratio

0.55%

Aditya Birla Sun Life Frontline Equity Fund Direct Plan Growth  

EquityLarge-CapDirectModerately High risk

1 yr returns

15.70%

AUM

₹19,575 Cr

Expense Ratio

1.08%

Kotak India Growth Ser 7 Dir Gr

NAV

₹12.662

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 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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