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HomeMutual FundsKotak India Growth Ser 7 Dir Gr

Overview (as on 23 Sep 2020)

NAV

₹10.908

1y returns

2.683%

Fund AUM

₹35 Cr

Expense Ratio

0.18%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Kotak India Growth Ser 7 Dir Gr
₹0
-Infinity% projected returns
UTI Long Term Advantage Fund Series III Direct Growth
₹0
-Infinity% projected returns
Axis Capital Builder Fund Series 1 (1540 days) Direct Growth
₹0
-Infinity% projected returns
Edelweiss Maiden Opp Fund - Sr.1 Direct Growth
₹0
-Infinity% projected returns
Nippon India Capital Builder Fund IV - Series B Direct Growth
₹0
-Infinity% projected returns
Tata Value Fund - Series 2 Direct Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (99.16%)
Debt & Cash (0.84%)
Sector Allocation
Financial Services
32.73%
Tech
15.04%
Energy
12.88%
Basic Materials
10.96%
Defensive
8.22%
Consumer
7.78%
Health
3.86%
Industrials
3.53%
Communication
2.89%
Utilities
2.08%
Size Breakup
Large Cap
85.55%
Mid Cap
14.45%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Top 10 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
NA
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 DivNRDirect0.18%2.68%
Kotak India Growth Ser 7 Reg GrNRRegular1.26%1.58%
Kotak India Growth Ser 7 Reg DivNRRegular1.26%1.58%

Peer Funds

Axis Capital Builder Fund Series 1 (1540 days) Direct Growth  

NR
EquityClosed Ended - EquityDirectModerately High risk

1 yr returns

3.43%

AUM

₹479 Cr

Expense Ratio

0.55%

Edelweiss Maiden Opp Fund - Sr.1 Direct Growth  

NR
EquityClosed Ended - EquityDirectModerately High risk

1 yr returns

12.29%

AUM

₹369 Cr

Expense Ratio

1.66%

Nippon India Capital Builder Fund IV - Series B Direct Growth  

NR
EquityClosed Ended - EquityDirectModerately High risk

1 yr returns

-12.78%

AUM

₹302 Cr

Expense Ratio

1.1%

Tata Value Fund - Series 2 Direct Growth  

NR
EquityClosed Ended - EquityDirectModerately High risk

1 yr returns

-2.78%

AUM

₹263 Cr

Expense Ratio

--

UTI Long Term Advantage Fund Series III Direct Growth  

NR
EquityClosed Ended - EquityDirectModerately High risk

1 yr returns

-2.36%

AUM

₹221 Cr

Expense Ratio

0.24%

Kotak India Growth Ser 7 Dir Gr

NAV

₹10.908

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

Manager

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