Kotak India Growth Fund Series 4 Growth Direct Plan

31.06
NAV (Feb 22,2024)

Introducing the Kotak India Growth Fund - Series 4 - Growth - Direct Plan, designed to provide investors with an opportunity for long-term capital growth. With a minimum investment of INR 5000, this fund offers a low expense ratio of 0.34. Established on February 15, 2018, it boasts a healthy scheme AUM of INR 130.39. The fund's PE ratio is 33.57 and the PB ratio is 4.40, making it an attractive choice for investors looking for growth potential in the Indian market.

Kotak India Growth Fund Series 4 Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Kotak India Growth Fund Series 4 Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    33.57
  • P/B Ratio
    UM_URBAN_MONEY

    4.40
  • Alpha
    UM_URBAN_MONEY

    0.05
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.34

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.34%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

130.39 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on May 23, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,652.7 (16.53%)12,358.31 (23.58%)15,024.96 (50.25%)19,989.96 (99.90%)34,540.87 (245.41%)
34,958.1 (16.53%)37,074.93 (23.58%)45,074.88 (50.25%)59,969.88 (99.90%)1,03,622.61 (245.41%)
58,263.5 (16.53%)61,791.55 (23.58%)75,124.8 (50.25%)99,949.8 (99.90%)1,72,704.35 (245.41%)
93,221.6 (16.53%)98,866.48 (23.58%)1,20,199.68 (50.25%)1,59,919.68 (99.90%)2,76,326.96 (245.41%)
1,16,527 (16.53%)1,23,583.1 (23.58%)1,50,249.6 (50.25%)1,99,899.6 (99.90%)3,45,408.7 (245.41%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC BANK LTD8.09%
  • RELIANCE INDUSTRIES LTD5.53%
  • Maruti Suzuki India Limited5.10%
  • National Thermal Power Corporation Ltd4.77%
  • Power Finance Corporation Ltd4.49%
  • BANK OF BARODA4.43%
  • AXIS BANK LTD4.00%
  • ICICI BANK LTD3.59%
  • KALPATARU PROJECTS INTERNATIONAL LIMITED3.38%
  • Hero MotoCorp Ltd3.33%
  • Zomato Ltd3.32%
  • ITC Ltd3.28%
  • Hindustan Petroleum Corporation Ltd3.06%
  • Infosys Ltd2.90%
  • BHARTI AIRTEL LTD2.61%
  • United Spirits Ltd2.57%
  • GAIL India Ltd2.49%
  • Pokarna Ltd2.29%
  • Zee Entertainment Enterprises Ltd2.11%
  • Hindustan Unilever Ltd2.04%
  • TATA MOTORS LTD1.99%
  • Fortis Healthcare India Ltd1.93%
  • Bharat Forge Ltd1.90%
  • INDUSIND BANK LTD1.84%
  • Tech Mahindra Ltd1.76%
  • Bharat Electronics Ltd1.75%
  • Century Plyboards India Ltd1.74%
  • FIRSTSOURCE SOLUTIONS LTD1.38%
  • Cyient Ltd1.34%
  • JK Cement Ltd1.19%
  • Jubilant Foodworks Limited1.08%
  • Radico Khaitan Ltd1.05%
  • Godrej Consumer Products Ltd1.04%
  • Inter Globe Aviation Ltd0.91%
  • Sun TV Network Limited0.82%
  • Barbeque Nation Hospitality Ltd0.77%
  • Mahindra & Mahindra Financial Services Ltd0.74%
  • Zydus Lifesciences Ltd0.73%
  • PNC Infratech0.61%
  • JIO FINANCIAL SERVICES LTD0.50%
  • Triparty Repo0.46%
  • PVR LTD0.46%
  • Mphasis Ltd0.42%
  • Net Current Assets Liabilities0.21%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Multi Cap Fund - Regular Plan - GrowthHSBC Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.27%

Baroda BNP Paribas Multi Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.61%

ICICI Prudential Multicap Fund - GrowthICICI Prudential Multicap Fund - Growth

EQUITY

Very High

19.67%

SBI Multicap Fund - Regular Plan - GrowthSBI Multicap Fund - Regular Plan - Growth

EQUITY

Very High

18.14%

Nippon India Multi Cap Fund - GrowthNippon India Multi Cap Fund - Growth

EQUITY

Very High

17.69%

LIC MF Multi Cap Fund - Regular Plan - GrowthLIC MF Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.53%

Bandhan Multi Cap Fund - Regular Plan - GrowthBandhan Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.45%

Union Multicap Fund - Regular Plan - GrowthUnion Multicap Fund - Regular Plan - Growth

EQUITY

Very High

17.11%

Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - GrowthAditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.48%

Axis Capital Builder Fund - Series 4 - Regular Plan - GrowthAxis Capital Builder Fund - Series 4 - Regular Plan - Growth

EQUITY

Very High

-3.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Multi Cap Fund - Regular Plan - GrowthHSBC Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

60.54%

Nippon India Multi Cap Fund - GrowthNippon India Multi Cap Fund - Growth

EQUITY

Very High

44.71%

ICICI Prudential Multicap Fund - GrowthICICI Prudential Multicap Fund - Growth

EQUITY

Very High

42.46%

Union Multicap Fund - Regular Plan - GrowthUnion Multicap Fund - Regular Plan - Growth

EQUITY

Very High

39.94%

LIC MF Multi Cap Fund - Regular Plan - GrowthLIC MF Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.29%

Baroda BNP Paribas Multi Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.18%

Bandhan Multi Cap Fund - Regular Plan - GrowthBandhan Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

36.19%

SBI Multicap Fund - Regular Plan - GrowthSBI Multicap Fund - Regular Plan - Growth

EQUITY

Very High

34.35%

Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - GrowthAditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.33%

Axis Capital Builder Fund - Series 4 - Regular Plan - GrowthAxis Capital Builder Fund - Series 4 - Regular Plan - Growth

EQUITY

Very High

-1.08%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Multi Cap Fund - GrowthNippon India Multi Cap Fund - Growth

EQUITY

Very High

31.55%

Mahindra Manulife Multi Cap Fund - Regular Plan - GrowthMahindra Manulife Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.12%

Quant Active Fund - GrowthQuant Active Fund - Growth

EQUITY

Very High

24.44%

ICICI Prudential Multicap Fund - GrowthICICI Prudential Multicap Fund - Growth

EQUITY

Very High

24.17%

Baroda BNP Paribas Multi Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.73%

Sundaram Multi Cap Fund - GrowthSundaram Multi Cap Fund - Growth

EQUITY

Very High

22.78%

Invesco India Multicap Fund - GrowthInvesco India Multicap Fund - Growth

EQUITY

Very High

21.31%

Axis Capital Builder Fund - Series 4 - Regular Plan - GrowthAxis Capital Builder Fund - Series 4 - Regular Plan - Growth

EQUITY

Very High

20.86%

ITI Multi-Cap Fund - Regular Plan - GrowthITI Multi-Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.38%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Active Fund - GrowthQuant Active Fund - Growth

EQUITY

Very High

30.91%

Mahindra Manulife Multi Cap Fund - Regular Plan - GrowthMahindra Manulife Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.30%

Baroda BNP Paribas Multi Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.41%

Nippon India Multi Cap Fund - GrowthNippon India Multi Cap Fund - Growth

EQUITY

Very High

20.40%

Invesco India Multicap Fund - GrowthInvesco India Multicap Fund - Growth

EQUITY

Very High

19.12%

Sundaram Multi Cap Fund - GrowthSundaram Multi Cap Fund - Growth

EQUITY

Very High

18.82%

ICICI Prudential Multicap Fund - GrowthICICI Prudential Multicap Fund - Growth

EQUITY

Very High

18.79%

Fund Managers

DS

Mr. Devender SinghalFund Manager

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