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Business News/Market/Market Stats/    Kotak India Growth Fund Series 4 Regular Growth

Kotak India Growth Fund Series 4 Regular Growth

+
  • Equity
  • Large-Cap
  • Rating N.A.
  • Plan
29.19 +0.00 (0.01%) NAV as on 22 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)132.94
  • CAGR 48.85%
  • Exit Load0.00%
  • Expense ratio1.28%
  • CategoryEquity
  • Min Investment5000
  • Min SIP0
  • Launch Date2018-02-20

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 05 March 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 8.06
  • 6.06%
View More

Risk & Volitility

  • Alpha 6.82%
  • Beta 0.87
  • Sharpe Ratio1.50
  • Std Deviation 13.33%
  • Tracking Error 7.24%

About Fund

"The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and sectors. There is no assurance or guarantee that the investment objective of the scheme will be achieved."

 

The Kotak India Growth Fund Series 4 Regular Growth has an AUM of 132.94 crores & has delivered CAGR of 26.77% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.28%. The minimum investment in Kotak India Growth Fund Series 4 Regular Growth is Rs 5000 and the minimum SIP is Rs 0.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, ITC, Reliance Industries & Hero Motocorp.

 

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Auto & Truck Manufacturers.

 

Kotak India Growth Fund Series 4 Regular Growth has a sharpe ratio of 1.50 & a standard deviation of 13.33%.

FAQs about Kotak India Growth Fund Series 4 Regular Growth

According to the morning star rating Kotak India Growth Fund Series 4 Regular Growth has a Medium risk & Exceptional return.
Kotak India Growth Fund Series 4 Regular Growth is managed by Devender Singhal.
The expense ratio of Kotak India Growth Fund Series 4 Regular Growth is 1.28%.
The 5 year annualized return on Kotak India Growth Fund Series 4 Regular Growth is 26.77% & it has generated 48.85% in the last 1 year.
The minimum investment in Kotak India Growth Fund Series 4 Regular Growth is 5000 Rs.
Kotak India Growth Fund Series 4 Regular Growth has an AUM of 132.94 crores.
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