• Mutual Funds
  • 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)

DebtFund Of Funds

19.216

NAV (Feb 25)

12.4%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Rolling Returns

Invest in this fund

Scripbox Recommended Debt Funds

Want the Debt funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

19.216

NAV (Feb 25)

Fund Returns

Last 1Y

16%

Last 3Y

12.4%

Last 5Y

10.7%

Last 10Y

NA

Since Inception

11.1%

6 Month CAGR

16.7%

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

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

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.

Asset allocation and Holdings

Last updated on 2020-02-25

Top Debt Holdings

See all holdings

Compare Kotak US Equity Fund Standard (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 290,015 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,171 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.2%

    6.6%

    -

    -1.2%

    10.2%

    6.6%

    10.2%

    6.6%

    4.4%

    7.2%

    Kotak US Equity Fund Standard (G) Review

    Kotak US Equity Fund Standard (G) is a Fund Of Funds Debt fund and has delivered an annualised return of 11.1% over a period of 8 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 11/26/2022 is ₹14.682. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak US Equity Fund Standard (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.

    Kotak US Equity Fund Standard (G) 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 (G) 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 (G).

    Frequently Asked Questions

    What is Kotak US Equity Fund Standard (G)?

    Kotak US Equity Fund Standard (G) is a Fund Of Funds Debt scheme predominantly investing across Debt stocks 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.