Fund of Funds (Overseas)regularidcw
Kotak US Equity Fund - Standard Plan - Dividend option
₹19.2130
₹0.00 (+0.01%)
NAV as of 25 Feb 2020
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.49%
1 Month+2.55%
3 Months+6.05%
6 Months+16.06%
1 Year+16.31%
3 Years (CAGR)+12.42%
5 Years (CAGR)+10.91%
10 Years (CAGR)—
Since Inception (Feb 2015)+11.71%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+23.95%
3 Year SIP+14.51%
5 Year SIP+13.14%
Since Inception (Feb 2015)+13.14%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryFund of Funds (Overseas)
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date02 Feb 2015
AMFI Code133830
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
—
Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Kotak US Equity Fund - Standard Plan - Dividend option by Kotak Mahindra Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.
About This Fund
Kotak US Equity Fund - Standard Plan - Dividend option is a Fund of Funds (Overseas) mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 11 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations