₹ 13.204
NAV (Mar 05)
Not Reviewed yet
Track Record
3 Years.
Relative Size
39 Cr.
Category View
.
Consistency Of Performance
.
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Low to Moderate Risk
1.26 %
Expense Ratio
Aug 31, 2018
Launched (3y ago)
₹ 39
AUM in Crores
INF174KA1517
ISIN
No Lock-in
Lock-in
IISL Nifty 50 TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 220,225 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 34 equity,162 debt and 26 hybrid funds.
Ultra Short
Recommended
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₹ 12,325 Cr
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6.8%
3Y returns
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Recommended
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₹ 32,453 Cr
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12.6%
3Y returns
Ultra Short
Top Ranked
₹ 12,325 Cr
Fund Size
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Ultra Short
Top Ranked
₹ 12,325 Cr
Fund Size
5.5%
3Y returns
Ultra Short
Top Ranked
₹ 12,325 Cr
Fund Size
5.3%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Kotak India Growth Ser 7 fund (DP-A) is a diversified equity fund and has delivered an annualised return of 11.7% over a period of 3 years ..The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Shibani Kurian.
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. However, there is no assurance that the objective of the scheme will be realized.
The Kotak India Growth Ser 7 fund (DP-A) fund was launched on Aug 31, 2018. The NAV (Net Asset Value) of this diversified equity as of 2021-03-05 is ₹ 13.204. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 38.657. The category risk of the Kotak India Growth Ser 7 fund (DP-A) fund is Low to Moderate Risk. The fund charges 1.26 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.0% in this asset class. The top three holdings of the fund are hdfc bank ltd,infosys ltd and icici bank ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 IISL Nifty 50 TR INR
Kotak India Growth Ser 7 fund (DP-A) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Kotak India Growth Ser 7 fund (DP-A) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.