Overview (as on 24 Sep 2020)

NAV

₹10.541

1y returns

0.457%

Fund AUM

₹35 Cr

Expense Ratio

1.26%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

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

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 Reg Gr
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
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 GrNRDirect0.18%1.55%
Kotak India Growth Ser 7 Dir DivNRDirect0.18%1.55%
Kotak India Growth Ser 7 Reg DivNRRegular1.26%0.46%

Peer Funds

Kotak India Growth Ser 7 Reg Gr

NAV

₹10.541

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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