- Mutual Funds
- Kotak Mutual Fund
- Kotak India Growth Fund Series 4 (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 29.1871
NAV (Feb 22)
Fund Returns
Last 1Y | 48.8% |
Last 3Y | 24.5% |
Last 5Y | 26.8% |
Last 10Y | NA |
Since Inception | 19.5% |
6 Month CAGR | 23% |
Scheme Information
'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.'
Expense Ratio | 1.28 |
Launched (6y ago) | Feb 20, 2018 |
AUM in Crores | 132.941 |
ISIN | INF174KA1GD3 |
Lock-in | No Lock-in |
Benchmark | Nifty 200 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.3 |
Standard Deviation (5yr) | 17.7 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.87 |
Sharpe Ratio (3yr) | 1.497 |
Sharpe Ratio (5yr) | 1.117 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak India Growth Fund Series 4 (Growth) | 14,69,623 | 7,37,011 | 26.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
6.8%itc ltd
6.1%reliance industries ltd
6%hero motocorp ltd
5.9%power finance corp ltd
5.1%Allocation by Sector
financial services
26.9%consumer cyclical
19.1%consumer defensive
12.1%energy
9.5%technology
8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.8% | 8.5% | ||
11.8% | 12.8% | ||
- | 4.9% | ||
13.8% | 8.5% | ||
13.8% | 8.5% |
Kotak India Growth Fund Series 4 (G) Review
Kotak India Growth Fund Series 4 (G) is a Large Cap Equity fund and has delivered an annualised return of 19.5% over a period of 6 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Devender Singhal.
Nav of Kotak India Growth Fund Series 4 (G) as of 2/22/2024 is ₹29.19 with the total AUM as of 4/20/2024 is ₹132.941. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak India Growth Fund Series 4 (G) was launched on Feb 20, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Kotak India Growth Fund Series 4 (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Kotak India Growth Fund Series 4 (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 200 TR INR.
Kotak India Growth Fund Series 4 (G) is rated as a 0 fund in Equity and delivered 48.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak India Growth Fund Series 4 (G).
Frequently Asked Questions
What is Kotak India Growth Fund Series 4 (G)?
How to invest in Kotak India Growth Fund Series 4 (G)?
You can invest in Kotak India Growth Fund Series 4 (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak India Growth Fund Series 4 (G)?
The minimum sip amount for Kotak India Growth Fund Series 4 (G) is ₹0. You can invest in multiples of ₹5000.
Is Kotak India Growth Fund Series 4 (G) good to invest in?
As per Scripbox experts, Kotak India Growth Fund Series 4 (G) is a Not Reviewed Yet fund. You can investKotak India Growth Fund Series 4 (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak India Growth Fund Series 4 (G)?
The expense ratio of the Kotak India Growth Fund Series 4 (G) is 1.28% for regular plan.