Last NAV: 9.099

KOTAK INDIA GROWTH FUND SERIES 4 - REGULAR PLAN   -   Growth

INVESTMENT OBJECTIVE : The scheme seeks to generate capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and sectors.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
-9.12% 0.00% 0.00% -9.12% -0.32% -0.32%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
-0.40 -0.59 -0.55 22.80% -16.66% 41.67%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Multi Cap
AUM INR   390.76   Cr.
Inception Date 12/02/2018
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   10
TurnOver 78.35
Expense Ratio 2.56

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2018 0.00 -0.03 -0.79 1.18 -0.29 -5.34 1.86 2.37 -9.20 -1.36 1.63 1.43 -8.83
2019 -0.32 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -0.32
all values are in %

Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

About Fund Managers:

Harsha Upadhyaya Kotak

  • Job Since 29/01/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Kotak Mutual fund he has worked with DSP BlackRock Investment Managers Ltd. and UTI AMC.
  • Experience Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA.

Devender Singhal Kotak

  • Job Since 19/03/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
  • Experience Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.

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