Kotak US Equity Fund - Standard Plan - Growth option

Category: Fund of Funds-Overseas
Launch Date: 13-12-2013
Asset Class: Equity
Benchmark: S&P 500
Expense Ratio: 1.26% As on ( 30-04-2019)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11.24 Cr As on ( 30-04-2019)
Turn over: 0.0
NAV as on 21-05-2019

16.421

0.18 ( 1.1205% )

CAGR Since Inception

9.84%

PERFORMANCE of Kotak US Equity Fund - Standard Plan - Growth option

Scheme Performance (%) Data as on - 22-05-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak US Equity Fund - Standard Plan - Growth option 3.65 11.51 - - 9.84
Benchmark - - - - -
Fund of Funds-Overseas -4.43 6.86 3.29 5.88 4.63

Yearly Performance (%)

Fund Managers

Mr. Deepak Gupta

Mr. Gupta is a B.Com (H), CA, Cost Accountant and CFA. He has been associated with Kotak AMC since 2007.

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 sssets, products or operations in the United States.

RETURNS CALCULATOR for Kotak US Equity Fund - Standard Plan - Growth option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Kotak US Equity Fund - Standard Plan - Growth option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak US Equity Fund - Standard Plan - Growth option 9.23 0.66 3.86 0.69 - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION of Kotak US Equity Fund - Standard Plan - Growth option

Period
Data as on - 22-05-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak US Equity Fund - Standard Plan - Growth option 13-12-2013 3.65 11.44 11.51 0.0 0.0
DHFL Pramerica Global Equity Opportunities Fund - Growth 14-05-2010 11.85 14.18 10.47 2.47 0.0
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth 06-02-2012 9.1 18.34 16.57 14.2 0.0
Aditya Birla Sun Life Global Real Estate Fund - Retail Plan - Regular Plan - Growth Option 31-12-2007 8.33 6.59 2.54 4.67 11.19
HSBC Brazil Fund-Growth 06-05-2011 4.39 9.09 12.44 -2.51 0.0
DSP US Flexible Equity Fund - Regular Plan - Growth Option 03-08-2012 3.93 11.72 12.72 11.17 0.0
ICICI Prudential Global Stable Equity Fund - Growth 13-09-2013 3.89 5.75 4.93 7.78 0.0
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option 07-08-2013 3.7 8.31 8.64 8.36 0.0
DSP World Agriculture Fund - Regular Plan - Growth 19-10-2011 1.15 6.1 5.89 2.84 0.0
DSP Global Allocation Fund - Regular Plan - Growth 21-08-2014 0.6 4.42 4.9 0.0 0.0

PORTFOLIO ANALYSIS of Kotak US Equity Fund - Standard Plan - Growth option

Asset Allocation (%)

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