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  • Kotak US Equity Fund Standard (RIDCW-A)

Formerly Kotak India US Equity Fund Reg DR

Kotak US Equity Fund Standard (RIDCW-A)

Kotak US Equity Fund Standard (RIDCW-A)

OtherOther

19.213

NAV (Feb 25)

10.7%
5Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

8 Years.

Relative Size

15 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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Scheme Information

Investment Objective

The primary investment objective of the scheme is to provide long term capital appreciation by investing in units of fund that invest predominantly in equity and equity-related securities of companies having assets,products or operations in the United States.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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High Risk

1.18 %

Expense Ratio

Dec 20, 2013

Launched (8y ago)

₹ 15

AUM in Crores

INF178L01CJ9

ISIN

No Lock-in

Lock-in

S&P 500 TR USD

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

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About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 240,701 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,162 debt and 26 hybrid funds.

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    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Kotak Savings Fund (G)

    Kotak Savings Fund (G)

    Ultra Short

    Recommended

    Top Ranked

    ₹ 11,759 Cr

    Fund Size

    6.50%

    3Year CAGR

    3Y CAGR

    Kotak Bluechip fund (G)

    Kotak Bluechip fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 2,642 Cr

    Fund Size

    14.10%

    5Year CAGR

    5Y CAGR

    Kotak Savings Fund of Income Dis cum Cap wdrl (RIDCW-D)

    Kotak Savings Fund of Income Dis cum Cap wdrl (RIDCW-D)

    Ultra Short

    Top Ranked

    ₹ 11,759 Cr

    Fund Size

    4.90%

    3Year CAGR

    3Y CAGR

    Kotak Savings Fund of Income Dis cum Cap wdrl (PIDCW-M)

    Kotak Savings Fund of Income Dis cum Cap wdrl (PIDCW-M)

    Ultra Short

    Top Ranked

    ₹ 11,759 Cr

    Fund Size

    5.10%

    3Year CAGR

    3Y CAGR

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (RIDCW-A)

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (RIDCW-A)

    Large Cap

    Top Ranked

    ₹ 2,642 Cr

    Fund Size

    11.40%

    5Year CAGR

    5Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About Kotak US Equity Fund Standard (RIDCW-A)

    About Kotak US Equity Fund Standard (RIDCW-A)

    Kotak US Equity Fund Standard (RIDCW-A) is a Other Other fund and has delivered an annualised return of % over a period of 8 years .The fund was previously known as Kotak India US Equity Fund Reg DR.The fund is managed by Kotak Mahindra Asset Management Co Ltd.

    Kotak US Equity Fund Standard (RIDCW-A) Investment Objective

    The primary investment objective of the scheme is to provide long term capital appreciation by investing in units of fund that invest predominantly in equity and equity-related securities of companies having assets,products or operations in the United States. However, there is no assurance that the objective of the scheme will be realized.

    Kotak US Equity Fund Standard (RIDCW-A) NAV,AUM,Risk

    The Kotak US Equity Fund Standard (RIDCW-A) fund was launched on Dec 20, 2013. The NAV (Net Asset Value) of this Other Other as of 2020-02-25 is ₹ 19.21300. The total AUM (Asset Under Management) of the fund as of 2021-06-14 is ₹ 14.682. The category risk of the Kotak US Equity Fund Standard (RIDCW-A) fund is High Risk. The fund charges 1.18 % as expense ratio.

    Kotak US Equity Fund Standard (RIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 95.6% in this asset class.

    Kotak US Equity Fund Standard (RIDCW-A) SIP

    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.

    Kotak US Equity Fund Standard (RIDCW-A) Investment volatility and Horizon

    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 S&P 500 TR USD

    Kotak US Equity Fund Standard (RIDCW-A) Review

    Kotak US Equity Fund Standard (RIDCW-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 US Equity Fund Standard (RIDCW-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.

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