Kotak US Equity Fund Direct Growth - Regular - Latest NAV [ ₹20.131 ], Returns, Performance, Portfolio & Returns 2021

Kotak US Equity Fund Direct Growth

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Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years11.53%
3 Years13.27%
1 Year16.8%
6 Months17.04%
Fund Details
RiskHigh Risk
Fund TypeGlobal - Other
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
PineBridge US Large Cap RsrchEnh C95.7%

About Kotak US Equity Fund

Kotak US Equity Fund is a scheme that aims at providing long-term capital appreciation by predominantly investing in the units of PineBridge US Large Cap Research Enhanced Fund, which in turn invests in equity and equity-related securities of companies having assets, products, or operations in the United States.

Pros and Cons of Kotak US Equity Fund

The fund has been consistent in generating returns. The risk-adjusted returns of the fund is above average in the category. The fund is said to have the ability to protect from losses during market downtime. However, an exit load may be charged if you redeem/switch-out the fund units within the specified time duration.

Fund Information and Statistics

i) Inception/Launch Date

Kotak US Equity Fund was launched on 20 December 2013.

ii) Risk Level

Kotak US Equity Fund includes a high risk profile since the fund invests in units of PineBridge US Large Cap Research Enhanced Fund.

iii) Redemption

You can redeem the invested amount at any time since the investment principal is not locked up. However, an exit load may be charged based on the time of redemption.

iv) Fund Manager

Mr Arjun Khanna has been the current Fund Manager for Kotak US Equity Fund.

v) Entry/Exit Load

Entry load is not chargeable when you purchase mutual fund units. However, an exit load of 1% may be charged when you redeem/switch-out from the fund within one year from the date of allotment.

About Kotak Mahindra Mutual Fund

Kotak Mahindra Assets Management Company Limited (KMAMC) began its operations in December 1998. While the sponsor for the AMC is Kotak Mahindra Bank Limited, the trustee company is Kotak Mahindra Trustee Co. Limited. The AMC offers about 94 different folios to its customers as on 30 June 2020.

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Frequently Asked Questions

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Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns