Kotak India Growth Fund Series IV – Direct Growth

₹ -
Min SIP
₹ 5,000
Min Lumpsum
0.34 %
Expense Ratio
Rating
132
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 22 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 35.5% 18.5% 16.2% -
Category Average - - - -

Scheme Allocation

By Holding
By Sector
By Asset
6.79%
ITC
6.06%
Others
70.16%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 6.79%
ITC Tobacco Products Equity 6.06%
Reliance Industr Refineries Equity 5.98%
Hero Motocorp Automobile Equity 5.91%
Power Fin.Corpn. Finance Equity 5.1%
Maruti Suzuki Automobile Equity 4.94%
NTPC Power Generation & Distribution Equity 4.78%
Bank of Baroda Banks Equity 4.66%
Tech Mahindra IT - Software Equity 3.81%
Axis Bank Banks Equity 3.8%
Zomato Ltd E-Commerce/App based Aggregator Equity 3.67%
ICICI Bank Banks Equity 3.63%
H P C L Refineries Equity 3.48%
Infosys IT - Software Equity 3.06%
Bharti Airtel Telecomm-Service Equity 2.73%
GAIL (India) Gas Distribution Equity 2.6%
United Spirits Alcoholic Beverages Equity 2.46%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 2.35%
Fortis Health. Healthcare Equity 1.95%
Hind. Unilever FMCG Equity 1.87%
Bharat Forge Castings, Forgings & Fastners Equity 1.86%
Bharat Electron Aerospace & Defence Equity 1.74%
IndusInd Bank Banks Equity 1.73%
Pokarna Miscellaneous Equity 1.56%
Tata Motors-DVR Automobile Equity 1.32%
Zee Entertainmen Entertainment Equity 1.3%
Godrej Consumer FMCG Equity 1.05%
Jubilant Food. Quick Service Restaurant Equity 0.98%
Century Plyboard Plywood Boards/Laminates Equity 0.79%
Zydus Lifesci. Pharmaceuticals Equity 0.79%
M & M Fin. Serv. Finance Equity 0.76%
Sun TV Network Entertainment Equity 0.74%
Firstsour.Solu. IT - Software Equity 0.69%
Radico Khaitan Alcoholic Beverages Equity 0.66%
Cyient IT - Software Equity 0.53%
Jio Financial Finance Equity 0.43%
Mphasis IT - Software Equity 0.39%
Barbeque-Nation Quick Service Restaurant Equity 0.38%
PNC Infratech Construction Equity 0.37%
Banks
20.61%
Automobiles
12.17%
Petroleum Products
9.46%
Diversified FMCG
7.93%
IT-Software
7.26%
Others
42.57%
View all Sectors
Sectors Asset
Banks 20.61%
Automobiles 12.17%
Petroleum Products 9.46%
Diversified FMCG 7.93%
IT-Software 7.26%
Finance 6.29%
Power 4.78%
Retailing 3.67%
Beverages 3.12%
Telecom-Services 2.73%
Construction 2.72%
Gas 2.6%
Consumer Durables 2.35%
Debt 2.11%
Entertainment 2.04%
Healthcare Services 1.95%
Industrial Products 1.86%
Aerospace & Defense 1.74%
Leisure Services 1.36%
Personal Products 1.05%
Pharmaceuticals & Biotech 0.79%
Commercial Services & Sup 0.69%
IT-Services 0.53%
Cash & Others 0.19%
Equity
97.7%
Reverse Repos
2.11%
Net Curr Ass/Net Receivables
0.19%
Others
0%

Advance Ratio

7.94
Alpha
3.89
SD
0.9
Beta
1.44
Sharpe

Exit Load

Exit Load Nil

Fund Objective

To generate capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and sectors.

Fund Managers

Devender Singhal - Fund Manager

Mr Devendra Singhal has 14 years of equity and fund management research experience. His main focus at KMAMC is to cover media, automotive, and FMCG research. He worked for Kotak Portfolio Management Services before joining the company’s AMC division. He has been consistently involved in the Kotak Group for nearly 12 years. He previously worked as a fund manager at Religare and at Karvy.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

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Frequently Asked Questions

How to invest in Kotak India Growth Fund Series IV – Direct Growth ?

You can invest in Kotak India Growth Fund Series IV – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak India Growth Fund Series IV – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the expense ratio of Kotak India Growth Fund Series IV – Direct Growth ?

The expense ratio of Kotak India Growth Fund Series IV – Direct Growth is 0.34 % as of 22 February 2024.

What is the AUM of Kotak India Growth Fund Series IV – Direct Growth?

The AUM of Kotak India Growth Fund Series IV – Direct Growth is ₹3,12,371 Cr as of 22 February 2024

What are the top sectors Kotak India Growth Fund Series IV – Direct Growth has invested in?

The top sectors Kotak India Growth Fund Series IV – Direct Growth has invested in are
  1. Banks - 20.61%
  2. Automobiles - 12.17%
  3. Petroleum Products - 9.46%
  4. Diversified FMCG - 7.93%
  5. IT-Software - 7.26%

Can I make investments in both the SIP and Lump Sum schemes of Kotak India Growth Fund Series IV – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Kotak India Growth Fund Series IV – Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Kotak India Growth Fund Series IV – Direct Growth ?

The NAV of Kotak India Growth Fund Series IV – Direct Growth is ₹31 as of 22 February 2024.

How to redeem Kotak India Growth Fund Series IV – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What are the top stock holdings of Kotak India Growth Fund Series IV – Direct Growth?

The top stock holdings of Kotak India Growth Fund Series IV – Direct Growth are
  1. HDFC Bank - 6.79%
  2. ITC - 6.06%
  3. Reliance Industr - 5.98%
  4. Hero Motocorp - 5.91%
  5. Power Fin.Corpn. - 5.1%

How can I redeem my investments in Kotak India Growth Fund Series IV – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak India Growth Fund Series IV – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now