- Mutual Funds
- Kotak Mutual Fund
- Kotak US Equity Fund Standard (Growth)
Formerly Kotak India US Equity Fund Reg Gr
Kotak US Equity Fund Standard (Growth)
₹ 19.216
NAV (Feb 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 (10y 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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak US Equity Fund Standard (Growth) | 9,52,318 | 2,19,706 | 10.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with International Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 2,896 cr | ||
₹ 2,554 cr | ||
₹ 2,896 cr | ||
₹ 2,896 cr | ||
₹ 2,554 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 7.3% | ||
- | 11.1% | ||
- | 4.2% | ||
6.2% | 7.3% | ||
6.2% | 7.3% |
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 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 11/29/2023 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.
Frequently Asked Questions
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.