1M
6M
1Y
3Y
5Y
All
| NAV: 22 Feb 2024 | ₹31.06 |
| Min. SIP amount | Not Supported |
| Rating | NA |
| Fund size | ₹132.94Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Multi Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 50.3% | 26.0% | 28.1% | 20.8% |
| Category average | 48.8% | 24.5% | NA | NA |
| Rank with in category | 1 | 1 | NA | NA |
Understand terms
Holdings (39)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 6.79% |
ITC Ltd. | Consumer Staples | Equity | 6.06% |
Reliance Industries Ltd. | Energy | Equity | 5.98% |
Hero Motocorp Ltd. | Automobile | Equity | 5.91% |
Power Finance Corporation Ltd. | Financial | Equity | 5.10% |
Maruti Suzuki India Ltd. | Automobile | Equity | 4.94% |
NTPC Ltd. | Energy | Equity | 4.78% |
Bank Of Baroda | Financial | Equity | 4.66% |
Tech Mahindra Ltd. | Technology | Equity | 3.81% |
Axis Bank Ltd. | Financial | Equity | 3.80% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.34%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Devender SinghalMar 2018 - PresentView details
Devender Singhal
Mar 2018 - Present
View details
Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comCompare funds
Kotak India Growth Fund Series 4 Direct Growth
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