Kotak US Equity Fund (Equity, International)

High
6 yrs 2 monthsStarted on:20 Dec 2013
₹ 13.38 Cras on: 23 Jan 2020
Long Term Horizon
1.26%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide long term capital appreciation by investing in units of fund that invest predominantly in equity and equity-related securities of companies having assets, products or operations in the United States.

Exit Load

Within 1 year from Dt of Allotment : 1% After 1 year from Dt of Allotment : NIL

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.56
1 Month2.81
3 Month10.20
1 YR20.86
2 YR10.48
3 YR12.74

SIP Returns

TenureReturns (CAGR)
1 YR24.16
2 YR15.15
3 YR14.15
5 YR12.9

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial97.7

Indicators

LabelValue
Standard Deviation11.96%
Beta0.92%
Sharpe Ratio0.55

Arjun Khanna

Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.

Other Funds Managed by Arjun Khanna