Kotak US Equity Fund Standard Growth - Latest NAV ₹19.216, Returns, Performance & Portfolio

Kotak US Equity Fund Standard Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years10.69%
3 Years12.43%
1 Year15.98%
6 Months16.66%
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 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:

  1. 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.
  2. However, at the same time, the investments are high risk due to external factors in effect.
  3. 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.

iii) Redemption

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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Start your investment

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