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

Kotak US Equity Fund Direct Growth

  • highlight
    11.53%
  • highlight
    20.131
Launching Soon!
Invest in direct mutual funds on cleartax and earn upto 1.5% extra returns annually!
Please enter your name

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years11.53%
3 Years13.27%
1 Year16.8%
6 Months17.04%
Fund Details
ISININF178L01CL5
RiskHigh Risk
Fund TypeGlobal - Other
NAV20.131
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.

Customer Reviewsstar

  • " Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "

    IT Developer, Bangalore
  • " I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "

    Software Engineer, Indore
  • " Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "

    Campus Manager, Bangalore

Invest Now in 3 Easy Stepsstar

  • 1
  • 2
  • 3

Why ClearTax Invest?

  • checkOur experts do all the research and offer only the BEST mutual funds
  • checkTrusted by Over 25 Lakh Indians
  • checkInvest in just 5 minutes
  • checkNo paperwork required
  • checkSimple and easy to use

Frequently Asked Questions

  • Read More
Launching Soon!
Invest in direct mutual funds on cleartax and earn upto 1.5% extra returns annually!
Please enter your name
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