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Partner With Us NRI

Dec 01, 2023


Category

Equity

AUM (Cr.)

111.14

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

1.28

Sharpe Ratio

14.76

Beta Ratio

0.00

Fund Manager

Devender Singhal

Inception Date

Feb 20, 2018

Risk Level

Very High

Investment Objective

To generate capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and sectors.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Kotak India Growth Fund Series IV - Regular (G) 10.36 23.94 25.68 26.69 23.79 18.1
Benchmark - Nifty 200 5.14 -0.34 5.02 4.07 7.5 0
Category Average - BEST EQUITY PERFORMERS 9.12 20.96 22.31 25.52 19.51 17.87
Category Rank 5/3 3/3 5/3 4/3 3/3 3/3
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Multicap Fund (G) 13.9090 1.05 27.07 0.00 0.00 6,354.48 1.75 100.00 invest
Kotak Multicap Fund (IDCW) RI 13.9090 1.05 27.07 0.00 0.00 6,354.48 1.75 100.00 invest
Sundaram Multi Cap Fund (G) 294.1033 1.00 18.84 23.44 16.42 2,039.73 2.07 100.00 invest
Baroda BNP Paribas Multi Cap Fund-Reg (G) 214.7856 0.95 20.88 23.66 18.56 1,839.88 2.11 5,000.00 invest
ICICI Pru Multicap Fund - (IDCW) 30.7300 -94.67 22.53 24.23 15.81 8,760.66 1.82 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-HDFC Bank Oct 31, 2023 7.63 6.87 7.10
Equity-Maruti Suzuki Oct 31, 2023 6.70 6.03 -2.06
Equity-Reliance Industr Oct 31, 2023 6.38 5.74 -2.44
Equity-Power Fin.Corpn. Oct 31, 2023 5.25 4.72 -2.10
Equity-Bank of Baroda Oct 31, 2023 4.91 4.41 -8.30
Equity-NTPC Oct 31, 2023 4.72 4.24 -3.97
Equity-Axis Bank Oct 31, 2023 4.65 4.18 -5.29
Equity-ICICI Bank Oct 31, 2023 4.30 3.87 -3.84
Equity-Kalpataru Proj. Oct 31, 2023 4.13 3.71 5.00
Equity-ITC Oct 31, 2023 3.96 3.56 -3.60

latest news

Kotak Mahindra Mutual Fund Announces cessation of Mr. Pankaj Tibrewal as Key Personnel and Fund Manager

Kotak Mahindra Mutual Fund has announced that Mr. Pankaj Tibrewal will ceas...

Nov 24, 2023 17:06

Kotak Mahindra MF Announces change in fund managers under its schemes

Kotak Mahindra Mutual Fund has announced that the fund management responsib...

Nov 24, 2023 16:19

Kotak Equity Arbitrage Fund Announces Income Distribution cum capital withdrawal (IDCW)

Kotak Mahindra Mutual Fund has announced 28 November 2023 as the record dat...

Nov 23, 2023 10:56

Kotak Mahindra Mutual Fund Announces Appointment of Key Personnel

Kotak Mahindra Mutual Fund has announced that Mr. Dhananjay Tikariha will b...

Nov 15, 2023 13:08

Kotak Mahindra MF Announces change in scheme name

Kotak Mahindra Mutual Fund has announced change in scheme name under the fo...

Oct 31, 2023 11:56

Kotak Mahindra Mutual Fund Change in Minimum Application Amount

Kotak Mahindra Mutual Fund Announces that the Minimum Application Amount fo...

Oct 04, 2023 15:17

SCHEME DETAILS

AMC Name : Kotak Mahindra Mutual Fund
Fund Name : Kotak India Growth Fund Series IV - Regular (G)
Contact Persone : Devender Singhal
Registered Address : 27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
Telephone No : 61152100
Fax No. : 67082213
Email : fundaccops:kotakmutual.com
Website : assetmanagement.Kotak.com