Kotak US Equity Fund Direct Growth
- Fund Summary
- More about Fund
- Related funds
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|Fund Type||Global - Other|
|Exit Load||1% for 365 Days|
More about this fund
|PineBridge US Large Cap RsrchEnh C||95.7%|
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.
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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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