Fund of Funds (Overseas)regulargrowth
Kotak US Equity Fund - Standard Plan - Growth option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.49%
1 Month+2.55%
3 Months+6.05%
6 Months+16.07%
1 Year+16.32%
3 Years (CAGR)+12.43%
5 Years (CAGR)+10.91%
10 Years (CAGR)—
Since Inception (Feb 2015)+11.71%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+23.96%
3 Year SIP+14.53%
5 Year SIP+13.15%
Since Inception (Feb 2015)+13.15%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryFund of Funds (Overseas)
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date02 Feb 2015
AMFI Code133833
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Kotak US Equity Fund - Standard Plan - Growth 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 - Growth 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