Kotak India Growth Fund Series 4 Regular Growth | Mutual Fund Performance | Mint
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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 - 24 February 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.

 

Some of the similar funds are Kotak India Growth Fund Series 4 Regular Growth, Union Largecap Fund Regular Growth, Groww Large Cap Fund Regular Plan Growth, ITI Large Cap Fund Regular Growth, Bank of India Bluechip Fund Regular Growth. 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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