Overview (as on 01 Dec 2020)

NAV

₹12.867

1y returns

31.677%

Fund AUM

₹477 Cr

Expense Ratio

1.25%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Consumer
15.72%
Financial Services
14.93%
Defensive
14.86%
Tech
12.55%
Industrials
9.57%
Basic Materials
8.08%
Utilities
7.31%
Health
6.95%
Communication
5.96%
Energy
3.42%
Real Estate
0.66%
Size Breakup
Large Cap
53.19%
Mid Cap
25.74%
Small Cap
21.07%

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 IV Regular Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
20 February, 2018
Fund Manager
Devender Singhal
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,

Peer Funds

Kotak India Growth Ser IV Regular Growth

NAV

₹12.867

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
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Devender Singhal
Devender Singhal

leader

Work Experience
"Mr. Devender has been associated with the Kotak Group since July 2007. He is responsible for the research coverage of FMCG, Automobiles and Media sectors at Kotak AMC since Feb 2009. Devender has an overall working experience of 14 years in equity research and fund management. Prior to joining Kotak AMC, Devender worked with the PMS divisions of Kotak, Religare, Karvy and P N Vijay Financial Services."

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: [email protected], Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]