Kotak India Growth Fund Series IV – Direct Growth

Equity · Multi Cap
-
Min SIP
5,000
Min Lumpsum
0.34 %
Expense Ratio
Rating
111
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 27 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 26.3% 31.7% 22.8% 18.4%
Category Average 17.1% 23.1% 14.1% -

Scheme Allocation

By Holding
By Sector
By Asset
6.6%
ITC
5.83%
Others
71.52%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 6.6%
Reliance Industr Refineries Equity 6.04%
ITC Tobacco Products Equity 5.83%
Maruti Suzuki Automobile Equity 5.8%
Bank of Baroda Banks Equity 4.21%
Axis Bank Banks Equity 4.15%
ICICI Bank Banks Equity 4.05%
Power Fin.Corpn. Finance Equity 3.99%
NTPC Power Generation & Distribution Equity 3.96%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 3.7%
Zomato Ltd E-Commerce/App based Aggregator Equity 3.07%
Pokarna Miscellaneous Equity 2.78%
Hero Motocorp Automobile Equity 2.75%
United Spirits Alcoholic Beverages Equity 2.72%
Infosys IT - Software Equity 2.39%
Bharti Airtel Telecomm-Service Equity 2.39%
Zee Entertainmen Entertainment Equity 2.36%
GAIL (India) Gas Distribution Equity 2.07%
Tech Mahindra IT - Software Equity 1.95%
Bharat Forge Castings, Forgings & Fastners Equity 1.93%
IndusInd Bank Banks Equity 1.86%
Century Plyboard Miscellaneous Equity 1.81%
Tata Motors-DVR Automobile Equity 1.8%
Emami FMCG Equity 1.79%
Fortis Health. Healthcare Equity 1.79%
Bharat Electron Electronics Equity 1.49%
Firstsour.Solu. IT - Software Equity 1.42%
J K Cements Cement Equity 1.21%
Subros Auto Ancillaries Equity 1.16%
Jubilant Food. Quick Service Restaurant Equity 1.15%
Cyient IT - Software Equity 1.12%
Godrej Consumer FMCG Equity 1.08%
M & M Fin. Serv. Finance Equity 0.94%
Barbeque-Nation Quick Service Restaurant Equity 0.94%
H P C L Refineries Equity 0.89%
Interglobe Aviat Air Transport Service Equity 0.88%
Sun TV Network Entertainment Equity 0.83%
Zydus Lifesci. Pharmaceuticals Equity 0.78%
Radico Khaitan Alcoholic Beverages Equity 0.68%
PNC Infratech Construction Equity 0.68%
Jio Financial Finance Equity 0.59%
PVR Inox Entertainment Equity 0.58%
Mphasis IT - Software Equity 0.44%
Bharti Airtel PP Telecomm-Service Equity 0.14%
Banks
21.73%
Automobiles
10.61%
Petroleum Products
7.43%
Diversified FMCG
6.2%
Finance
5.62%
Others
48.41%
View all Sectors
Sectors Asset
Banks 21.73%
Automobiles 10.61%
Petroleum Products 7.43%
Diversified FMCG 6.2%
Finance 5.62%
IT-Software 4.48%
Construction 4.27%
Consumer Durables 3.98%
Power 3.94%
Beverages 2.75%
Personal Products 2.7%
Entertainment 2.7%
Retailing 2.66%
Telecom-Services 2.63%
Gas 2.15%
Leisure Services 2%
Healthcare Services 1.87%
Industrial Products 1.68%
Debt 1.53%
Aerospace & Defense 1.46%
Commercial Services & Sup 1.26%
Cement & Cement Products 1.21%
Cash & Others 1.2%
Auto Components 1.18%
IT-Services 1.01%
Transport Services 0.94%
Pharmaceuticals & Biotech 0.79%
Others 0.02%
Equity
98.78%
Net Curr Ass/Net Receivables
0.93%
Reverse Repos
0.27%
Derivatives
0.01%
Others
0.01%

Advance Ratio

8.51
Alpha
4.18
SD
0.9
Beta
1.89
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

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 NAV of Kotak India Growth Fund Series IV – Direct Growth ?

The NAV of Kotak India Growth Fund Series IV – Direct Growth is ₹25.8 as of 27 September 2023.

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 - 6.6%
  2. Reliance Industr - 6.04%
  3. ITC - 5.83%
  4. Maruti Suzuki - 5.8%
  5. Bank of Baroda - 4.21%

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.

How much returns have Kotak India Growth Fund Series IV – Direct Growth generated ?

The Kotak India Growth Fund Series IV – Direct Growth has delivered 18.4% since inception

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 27 September 2023.

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 27 September 2023

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 - 21.73%
  2. Automobiles - 10.61%
  3. Petroleum Products - 7.43%
  4. Diversified FMCG - 6.2%
  5. Finance - 5.62%

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.
Invest Now