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Kotak India Growth Fund - Series V - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
  • NAV
    : ₹ 14.6365 0%
    (as on 18th May, 2021)
This scheme closed on 18-05-2021 & the data you are seeing is not latest data.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

This Scheme
VS
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  • NA
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Returns (NAV as on 18th May, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 11-May-21 9982.60 -0.17% - 29/29
1 Month 16-Apr-21 10167.10 1.67% - 28/28
3 Month 18-Feb-21 10119.30 1.19% - 28/28
6 Month 18-Nov-20 12300.60 23.01% - 22/28
YTD 01-Jan-21 11115.20 11.15% - 24/28
1 Year 18-May-20 19025.70 90.26% 90.26% 5/28
2 Year 17-May-19 15964.80 59.65% 26.27% 6/27
3 Year 15-May-18 14636.50 46.36% 13.49% 6/20
Since Inception 15-May-18 14636.50 46.36% 13.49% 18/28

SIP Returns (NAV as on 18th May, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-May-20 12000 15612.84 30.11 % 60.28 %
2 Year 17-May-19 24000 34603.14 44.18 % 39.67 %
3 Year 15-May-18 36000 52846.43 46.8 % 26.58 %
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Portfolio

This fund is inactive, so it does not have any stocks/debt in its current portfolio.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Nippon India Multicap Fund - Growth 1 10622.15 9.65 18.03 31.32 91.52 17.04
Quant Active Fund - Growth 5 1050.80 8.78 14.43 36.05 90.20 32.03
Edelweiss Recently Listed IPO Fund - Growth NA 708.78 11.42 19.98 34.96 88.20 30.70
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 4 720.63 8.13 14.24 34.49 86.36 25.56
Baroda Multi Cap Fund - Plan A - Growth 3 1115.96 10.20 18.31 31.14 83.73 22.04
Principal Multi Cap Growth Fund - Growth 3 838.58 8.85 16.04 31.97 78.09 18.68
ICICI Prudential Multicap Fund - Growth 2 6381.34 7.10 12.29 25.76 77.96 15.96
Invesco India Multicap Fund - Growth 4 1573.08 7.53 13.06 31.37 75.31 19.62
BNP Paribas Multi Cap Fund - Growth 2 590.41 6.64 13.08 28.75 75.03 19.82
Sundaram Equity Fund - Growth NA 796.29 8.54 13.75 27.34 70.12 0.00

More Funds from Kotak Mahindra Mutual Fund

Out of 78 mutual fund schemes offered by this AMC, 4 is/are ranked 5 * , 8 is/are ranked 4 * , 12 is/are ranked 3 * , 6 is/are ranked 2 * , and 48 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Kotak Flexi Cap Fund - Growth 2 38625.62 7.47 11.50 18.25 56.34 16.71
Kotak Liquid - Regular Plan - Growth 2 33195.34 0.25 0.82 1.63 3.17 4.98
Kotak Equity Arbitrage Fund - Growth 4 25745.58 0.13 0.80 2.14 3.97 5.03
Kotak Bond Short Term Plan - Growth 3 16809.55 0.63 1.67 3.36 5.33 8.38
Kotak Emerging Equity - Growth 4 15708.53 7.26 11.26 24.07 76.90 23.55
Kotak Savings Fund - Growth 3 14236.94 0.23 0.88 1.76 3.52 6.12
Kotak Low Duration Fund - Growth 2 12464.24 0.37 1.19 2.44 4.48 7.12
Kotak Money Market - Growth 3 12371.12 0.30 1.00 1.96 3.87 6.25
Kotak Balanced Advantage Fund - Growth NA 10688.09 3.19 5.63 9.71 24.32 13.32
Kotak Corporate Bond Fund - Growth 3 10335.94 0.54 1.64 3.35 5.63 8.34

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