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    • 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)

    OtherOther

    19.213

    NAV (Feb 25)

    10.7%
    5 Year 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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      Recommended Duration > 5 years
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      No Lock-in
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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%
    info-icon-blue

    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

    risk-indicator-arrow.svg

    High Risk

    Expense Ratio
    1.18
    Launched (8y 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%₹ 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.

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    comparison

    Comparison with Other Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Principal Retirement Sav Conservative fund (G)

    ₹ 1 cr

    0

    ₹ 188 cr

    0

    ₹ 14 cr

    0

    ₹ 890 cr

    0

    ₹ 6 cr

    0

    amc-icon

    About the AMC

    Kotak Mahindra Asset Management Co Ltd

    Kotak Mahindra Asset Management Co Ltd manages assets worth 274,398 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.

    amc-img

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

    Kotak Savings Fund (G)

    6.2%

    7.5%

    17.8%

    %

    4.8%

    5.5%

    5.2%

    6.2%

    17.4%

    %

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    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 null% over a period of 7 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

    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 fund as of 2020-02-25 is ₹19.21. The total AUM (Asset Under Management) of the fund as of 20/09/2021 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. The top three holdings of the fund are

    Kotak US Equity Fund Standard (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

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