Formerly Kotak India US Equity Fund Reg Gr
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Feb 25)
6 Month CAGR
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.
Launched (10y ago)
Dec 20, 2013
AUM in Crores
S&P 500 TR USD
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Kotak US Equity Fund Standard (Growth)||952,318||219,706||10.7%|
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.
|Fund Name||Fund Size||Rolling Returns|
₹ 49,144 cr
₹ 13,831 cr
₹ 18,485 cr
₹ 12,884 cr
₹ 49,144 cr
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 298,940 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,177 debt and 19 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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 9 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 3/29/2023 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).
What is Kotak US Equity Fund Standard (G)?
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.