- Home
- Mutual Funds
- AMC
- Kotak Mahindra Mutual Fund
- Kotak India Growth Fund Series 4 Idcw Direct Plan
Kotak India Growth Fund Series 4 Idcw Direct Plan
NAV (Feb 22,2024)
The Kotak India Growth Fund - Series 4 - IDCW - Direct Plan offers investors a unique opportunity to grow their money in the Indian market. With an expense ratio of 0.34 and a PE ratio of 33.57, this fund aims to provide strong returns to its investors. The minimum investment required is INR 5000, and there is no lock-in period for this fund. Established on 15th February 2018, this fund has an AUM of INR 130.39 crore.
Kotak India Growth Fund Series 4 Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Kotak India Growth Fund Series 4 Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio33.57
- P/B Ratio4.40
- Alpha0.05
- Beta1.00
- Sharpe0.21
- Sortino0.34
Fund Overview
0.34%
0%
No Lock-in
₹ 130.39 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 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 %) |
|---|---|---|---|---|---|
| ₹ 10,000 | ₹ 11,652.75 (16.53%) | ₹ 12,358.09 (23.58%) | ₹ 15,025.08 (50.25%) | ₹ 19,869.7 (98.70%) | ₹ 34,334.45 (243.34%) |
| ₹ 30,000 | ₹ 34,958.25 (16.53%) | ₹ 37,074.27 (23.58%) | ₹ 45,075.24 (50.25%) | ₹ 59,609.1 (98.70%) | ₹ 1,03,003.35 (243.34%) |
| ₹ 50,000 | ₹ 58,263.75 (16.53%) | ₹ 61,790.45 (23.58%) | ₹ 75,125.4 (50.25%) | ₹ 99,348.5 (98.70%) | ₹ 1,71,672.25 (243.34%) |
| ₹ 80,000 | ₹ 93,222 (16.53%) | ₹ 98,864.72 (23.58%) | ₹ 1,20,200.64 (50.25%) | ₹ 1,58,957.6 (98.70%) | ₹ 2,74,675.6 (243.34%) |
| ₹ 1,00,000 | ₹ 1,16,527.5 (16.53%) | ₹ 1,23,580.9 (23.58%) | ₹ 1,50,250.8 (50.25%) | ₹ 1,98,697 (98.70%) | ₹ 3,43,344.5 (243.34%) |
Calculate Your Mutual Fund Returns
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%
- Bank - Private17.52%
- Refineries8.59%
- IT - Software6.41%
- Finance Term Lending4.49%
- Bank - Public4.43%
- e-Commerce3.32%
- Cigarettes/Tobacco3.28%
- Miscellaneous2.15%
- Forgings1.90%
- Wood & Wood Products1.74%
- BPO/ITeS1.38%
- Consumer Food1.08%
- Airlines0.91%
- Restaurants0.77%
- Finance - NBFC0.74%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
| Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| EQUITY | Very High | 20.61% |
| EQUITY | Very High | 20.19% |
| EQUITY | Very High | 19.67% |
| EQUITY | Very High | 17.69% |
| EQUITY | Very High | 17.53% |
| EQUITY | Very High | 17.45% |
| EQUITY | Very High | 17.11% |
| EQUITY | Very High | 13.48% |
| EQUITY | Very High | 12.69% |
| EQUITY | Very High | -3.41% |
Baroda BNP Paribas Multi Cap Fund - Regular Plan - Growth
HDFC Multi Cap Fund - Regular Plan - Growth
ICICI Prudential Multicap Fund - Growth
Nippon India Multi Cap Fund - Growth
LIC MF Multi Cap Fund - Regular Plan - Growth
Bandhan Multi Cap Fund - Regular Plan - Growth
Union Multicap Fund - Regular Plan - Growth
Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth
SBI Multicap Fund - Regular Plan - Growth
Axis Capital Builder Fund - Series 4 - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 53.05% |
| EQUITY | Very High | 51.45% |
| EQUITY | Very High | 50.90% |
| EQUITY | Very High | 47.09% |
| EQUITY | Very High | 44.71% |
| EQUITY | Very High | 39.07% |
| EQUITY | Very High | 38.54% |
| EQUITY | Very High | 33.74% |
| EQUITY | Very High | 30.70% |
| EQUITY | Very High | -1.08% |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
ITI Multi-Cap Fund - Regular Plan - Growth
Quant Active Fund - Growth
Invesco India Multicap Fund - Growth
Sundaram Multi Cap Fund - Growth
Tata Multicap Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 31.55% |
| EQUITY | Very High | 28.12% |
| EQUITY | Very High | 26.43% |
| EQUITY | Very High | 24.17% |
| EQUITY | Very High | 23.73% |
| EQUITY | Very High | 22.78% |
| EQUITY | Very High | 21.31% |
| EQUITY | Very High | 20.86% |
| EQUITY | Very High | 18.38% |
| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 28.28% |
| EQUITY | Very High | 24.30% |
| EQUITY | Very High | 20.41% |
| EQUITY | Very High | 20.40% |
| EQUITY | Very High | 19.12% |
| EQUITY | Very High | 18.82% |
| EQUITY | Very High | 18.79% |
Fund Managers
Mr. Devender SinghalFund Manager
Get your latest Credit Score, FREE
Compare with similar Funds
Kotak India Growth Fund - Series 4 - IDCW - Direct Plan
Kotak India Growth Fund - Series 4 - IDCW - Direct Plan
Kotak India Growth Fund - Series 4 - IDCW - Direct Plan
Kotak India Growth Fund - Series 4 - IDCW - Direct Plan
Most Popular on Urban Money
Scheme Other Funds
Most Trusted AMC
- Baroda BNP Paribas Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Canara Robeco Mutual Fund
- L&T Mutual Fund
- DSP Mutual Fund
- Quant Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- JM Financial Mutual Fund
- LIC Mutual Fund
- Invesco Mutual Fund
- Quantum Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Bandhan Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund
- Mirae Asset Mutual Fund
- Bank of India Mutual Fund
- Edelweiss Mutual Fund
- Axis Mutual Fund
- Navi Mutual Fund
- Motilal Oswal Mutual Fund
- IDBI Mutual Fund
- PGIM India Mutual Fund
- Union Mutual Fund
- 360 ONE Mutual Fund
- Groww Mutual Fund
- PPFAS Mutual Fund
- IL&FS Mutual Fund (IDF)
- Shriram Mutual Fund
- IIFCL Mutual Fund
- Mahindra Manulife Mutual Fund
- WhiteOak Capital Mutual Fund
- ITI Mutual Fund
- Trust Mutual Fund
- NJ Mutual Fund
- Samco Mutual Fund
- Bajaj Finserv Mutual Fund
- Helios Mutual Fund
- Zerodha Mutual Fund
- Old Bridge Mutual Fund
Mutual Funds Calculator
Best Equity Mutual Funds
- SBI Small Cap Fund - Growth - Direct Plan
- Axis Small Cap Fund - Growth - Direct Plan
- HDFC Small Cap Fund - Growth - Direct Plan
- Nippon India Small Cap Fund - Growth - Direct Plan
- UTI Mid Cap Fund - Growth - Direct Plan
- ICICI Prudential Infrastructure Fund - Growth - Direct Plan
- Tata Small Cap Fund - Growth - Direct Plan
- Canara Robeco Infrastructure Fund - Growth - Direct Plan
- DSP Small Cap Fund - Growth - Direct Plan
- Mirae Asset Healthcare Fund - Growth - Direct Plan
- Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted)
- Franklin Build India Fund - Growth - Direct Plan
- L&T India Large Cap Fund - Growth - Direct Plan
- Motilal Oswal Midcap Fund - Growth - Direct Plan
Mutual Funds Guide
Get in-depth knowledge about all things related to Mutual Funds and your finances
International Mutual Funds
\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio
10 Best SIP Plans for Rs. 1000
The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best
How to Invest in SIP
Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua
Best Investment Plan for 1 Year
For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro
How to stop a Mutual Fund SIP?
Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai
Withdrawing from Mutual Funds
When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your
Flexi Cap Fund
Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y
STCG Tax on Mutual Fund
As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in
Conservative Hybrid Funds
A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential
Fund of Funds (FOFs)
Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua
Expense Ratios: Calculations, Components, and Investment Impact
The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi
Total Expense Ratio (TER)
The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund
Indexation in Mutual Funds
‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In
Yield to Maturity
Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice
What is Arbitrage Fund
Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the
