First slide
CAGRinfo_imgSince inception
19.75%
info_img
Overview
If you had invested
as on

would have grown to ₹ 2846
as of

i.e. 19.76 % CAGR

Scheme Inception date is 20/02/2018. Mr. Devender Singhal has been managing the fund since 09/05/2019. Different plans have different expense structure. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. All payouts during the period h...

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About Kotak India Growth Fund Series 4
  • Flexibility to move across market capitalization ranges.
Portfolio
SectorPortfolio weight
Banks
20.44 %
Automobiles
10.97 %
Finance
7.24 %
Petroleum Products
6.64 %
Diversified FMCG
5.45 %
IT - Software
5.16 %
Power
4.33 %
Consumer Durables
4.3 %
Construction
4.06 %
Beverages
3.64 %

Banks

20.44 %

Performance
Fund Vs Benchmark Returns as on   
Trailing ReturnsSince Inception10Y7Y5Y3Y1Y6M3M1M1W1 DayYTD
Kotak India Growth Fund Series IV - Direct (G)19.76--26.14%27.72%30.17%25.09%8.52%9.54%2.43%-0.09%39.11%
Nifty 200 TRI14.18--16.38%19.03%16.52%16.54%7.09%8.65%3.55%0.09%27.16%
Nifty 50 TRI14.33--15.79%17.50%13.88%13.17%5.98%7.87%3.46%0.33%21.96%

Scheme Inception date is 20/02/2018. Mr. Devender Singhal has been managing the fund since 09/05/2019. Different plans have different expense structure. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Returns >= 1 year: CAGR (Read More

As on Dec 8, 2023

Historical Returns (as per SEBI format) as on   
TenorsCAGRCurrent Value of ₹ 10,000 invested
Since Inception5Y3Y1YSince Inception5Y3Y1Y
Kotak India Growth Fund Series IV - Direct (G)19.76%26.14%27.72%30.17%28,457.0031,938.2720,833.8813,016.65
Nifty 50 TRI14.33%15.79%17.50%13.88%21,746.4020,812.0416,223.2211,387.63
Nifty 200 TRI14.18%16.38%19.03%16.52%21,578.0121,353.9116,862.8611,652.01

Scheme Inception date is 20/02/2018. Mr. Devender Singhal has been managing the fund since 09/05/2019. Different plans have different expense structure. The performance details provided herein are of regular plan Past performance may or may not be sustained in future. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Returns >= 1 year: CAGR (Read More

As on Dec 8, 2023

Rolling Returns
 10 Year7 Year5 Year3 Year1 Year
Average--19.9128.3023.39
Maximum-- 26.16 40.46 113.78
Minimum-- 15.02 14.64 -22.95
% times +ve returns0.000.0010010083.28
% times returns > 0.000.0010010067.57

The returns are of Direct Growth Plan. Returns are calculated since inception with daily rolling frequency for the respective periods.

NAV Movement img Download img

Nav movement shows Nav and Index price of Kotak India Growth Fund Series 4 since inception. The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. Investment on inception date can happen on a non-business day.

SWP Calculator
If you had invested
on
and had withdrawn
per
Starting from
To
Details
Portfolio turnover ratio
29.72%
Expense Ratio (Direct) **
0.00%
Expense Ratio (Regular) **
0.00 %

Source: *ICRA MFI Explorer     ## Risk rate assumed to be % (FBIL Overnight MIBOR rate as on NA)     **Total Expense Ratio includes applicable B30 fee and GST.

Source: *ICRA MFI Explorer

## Risk rate assumed to be %

(FBIL Overnight MIBOR rate as on NA)

**Total Expense Ratio includes applicable B30 fee and GST.

investmentSyle Graph
A) Regular Plan B) Direct PlanOptions: Payout of IDCW & Growth. (applicable for all plans)
Initial Investment: The scheme is a close ended scheme. The units of the scheme can be traded on the stock exchange.
Additional Investment:
Ideal Investments Horizon: 5 years & above
Entry Load: Nil
Exit Load: Nil
Graph
Fund
Graph
Tier 1 Benchmark
Kotak India Growth Fund Series 4 (Multicap Fund - A 36 months close ended equity scheme investing across large cap, midcap and small cap stocks)
This open ended fund Scheme is suitable for investors seeking
  1. Long term capital growth
  2. Investment in equity and equity related securities without any market capitalisation and sector bias.
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them
© Kotak Mutual Fund.2023
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2023
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2023
Mutual fund investments are subject to market risks, read all scheme related documents carefully.