Kotak US Equity Fund Standard Growth
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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 fund of fund scheme that invests in units of PineBridge US Large Cap Research Enhanced Fund. This fund invests in equity and equity related securities of companies having assets, products or operations in the United States. The Kotak US Equity Fund strives to achieve long-term capital appreciation.
Pros & Cons of Kotak US Equity Fund
Kotak US Equity Fund offers the following benefits:
- The Kotak US Equity Fund is ideal for investors looking to expose their capital to US markets. The fund provides an opportunity to earn high returns from the growing US markets.
- However, at the same time, the investments are high risk due to external factors in effect.
- The fund returns over a period of a year to five years are more than the average category return.
Fund Information and Statistics of Kotak US Equity Fund
i) Inception / Launch date
The Kotak US Equity Fund was launched on December 20, 2013, by Kotak Mutual Funds.
ii) Risk level
Kotak US Equity Fund is a high risk bet and should be considered after due consideration of the investment goals.
The units can be redeemed at applicable NAV prices. The proceeds will be dispatched by the fund house within 10 days from the date of application for redemption.
iv) Fund Manager
The fund is managed by Mr Deepak Gupta since January 31, 2015. He is a CA & CFA level 3 and has been associated with Kotak since 2007.
v) Entry / Exit load
The fund house does not charge any entry load or exit load if investments are redeemed after one year of investment. However, a 1% exit load will be charged if redeemed within a year of allotment.
Tax benefits of investing in Kotak US Equity Fund
The Short-term capital gain tax is applicable as per the income tax slab if sold before 36 months. If the investments are redeemed after 36 months, a long-term capital gain tax of 20% with indexation is levied.
About Kotak Mutual Funds
Kotak Mahindra Mutual Fund started in December 1998 is a wholly owned subsidy of Kotak Mahindra Bank Limited. The fund house strives to deliver consistent performance over the benchmark for optimum customer satisfaction. The fund house is trusted by over lakh investors across 80 cities and 84 branches.
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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