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  • Kotak Mutual Fund
  • Kotak US Equity Fund Standard (Growth)

Formerly Kotak India US Equity Fund Reg Gr

Kotak Mutual Fund

Kotak US Equity Fund Standard (Growth)

International EquityFund Of Funds

19.216

NAV (Feb 25)

10.7%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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 (11y ago)
Dec 20, 2013
AUM in Crores
14.682
ISIN
INF178L01CI1
Lock-in
No Lock-in
Benchmark
S&P 500 TR USD
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
12.2
Standard Deviation (5yr)
11.2
Beta (3yr)
0
Beta (5yr)
0.94
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0.672
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak US Equity Fund Standard (Growth)70%9,52,318 2,19,70610.7%
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.

Asset allocation and Holdings

Last updated on 2020-02-25

Top Stock Holdings

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Comparison with International Equity Funds

Fund NameFund SizeOutperformance Consistency
Kotak NASDAQ 100 Fund of Fund (G)
Kotak NASDAQ 100 Fund of Fund (G)

₹ 3,227 cr

₹ 3,030 cr

₹ 3,030 cr

₹ 3,030 cr

₹ 1,421 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 447,538 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,191 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

13.9%

8.4%

14.3%

15.4%

-

5.4%

13.9%

8.4%

13.9%

8.4%

Kotak US Equity Fund Standard (G) Review

Kotak US Equity Fund Standard (G) is a Fund Of Funds International Equity fund and has delivered an annualised return of 11.1% over a period of 10 years. The fund was previously known as Kotak India US Equity Fund Reg Gr. 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 (G) as of 2/25/2020 is ₹19.22 with the total AUM as of 7/22/2024 is ₹14.682. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak US Equity Fund Standard (G) 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 (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.

Frequently Asked Questions

What is Kotak US Equity Fund Standard (G)?

Kotak US Equity Fund Standard (G) is a Fund Of Funds International Equity scheme predominantly investing across International Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak US Equity Fund Standard (G)?

You can invest in Kotak US Equity Fund Standard (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 US Equity Fund Standard (G)?

The minimum sip amount for Kotak US Equity Fund Standard (G) is ₹0. You can invest in multiples of ₹5000.

Is Kotak US Equity Fund Standard (G) good to invest in?

As per Scripbox experts, Kotak US Equity Fund Standard (G) is a Not Reviewed Yet fund. You can investKotak US Equity Fund Standard (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 US Equity Fund Standard (G)?

The expense ratio of the Kotak US Equity Fund Standard (G) is 1.18% for regular plan.