• Mutual Funds
  • Kotak Mutual Fund
  • Kotak US Equity Fund Standard (RIDCW-A)

Formerly Kotak India US Equity Fund Reg DR

Kotak Mutual Fund

Kotak US Equity Fund Standard (RIDCW-A)

DebtFund Of Funds

19.213

NAV (Feb 25)

12.4%
3 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

9 Years.

Relative Size

15 Cr.

Category View

.

Consistency Of Performance

.

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Short Term Money

Short Term Money

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

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

19.213

NAV (Feb 25)

Fund Returns

Last 1Y

16%

Last 3Y

12.4%

Last 5Y

10.7%

Last 10Y

NA

Since Inception

NA

6 Month CAGR

16.7%

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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.

Expense Ratio

1.18

Launched (9y ago)

Dec 20, 2013

AUM in Crores

14.682

ISIN

INF178L01CJ9

Lock-in

No Lock-in

Benchmark

S&P 500 TR USD

SIP Minimum

0

Lumpsum Min.

5000

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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 23,456 cr

5

₹ 26,625 cr

5

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 278,744 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.5%

    7.4%

    13.5%

    6.4%

    20.6%

    %

    13.5%

    6.4%

    13.5%

    6.4%

    growth

    Short Term Money

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

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Kotak US Equity Fund Standard (RIDCW-A) Review

    Kotak US Equity Fund Standard (RIDCW-A) is a Fund Of Funds Debt fund and has delivered an annualised return of null% 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. The fund manager’s name is null.

    Nav of Kotak US Equity Fund Standard (RIDCW-A) as of 25/02/2020 is ₹19.21 with the total AUM as of 20/01/2022 is ₹14.682. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak US Equity Fund Standard (RIDCW-A) was launched on Dec 20, 2013. The category risk of the fund is High Risk.

    The minimum SIP amount for Kotak US Equity Fund Standard (RIDCW-A) 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 US Equity Fund Standard (RIDCW-A) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to S&P 500 TR USD.

    Kotak US Equity Fund Standard (RIDCW-A) is rated as a 0 fund in Debt and delivered 16% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak US Equity Fund Standard (RIDCW-A).

    Frequently Asked Questions

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