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Kotak India Growth Fund Series 4

If you had invested ₹ on via
and stayed invested till it would have become ₹0 i.e. CAGR of 0.00%

Scheme Inception date is 20/02/2018. Mr. Devender Singhal has been managing the fund since 09/05/2019. Different plans have different expense structure. The performance details provided herein are of direct plan . "Past performance may or may not be sustained in future. All payouts during the period...

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About Kotak India Growth Fund Series 4
  • Flexibility to move across market capitalization ranges.
Portfolio
SectorPortfolio weight
Net Current Assets
0 %

Market CapitalisationMarket Capitalisation
Type%
Others
100 %
Large Cap
74 %
Mid Cap
16.54 %
Small Cap
8.01 %
Performance
Historical Returns (as per SEBI format) as on   

Scheme Inception date is 20/02/2018. Mr. Devender Singhal has been managing the fund since 09/05/2019. Different plans have different expense structure. The performance details provided herein are of direct plan . "Past performance may or may not be sustained in future. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Returns >= 1 year: CAGRRead More

As on Jun 11, 2025

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Nav movement shows Nav and Index price of Kotak India Growth Fund Series 4 since inception. The Scrollbar at the bottom allows user to select range in which he wishes to view the plot. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. Investment on inception date can happen on a non-business day.

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Scheme Name : Kotak India Growth Fund Series 4 - Direct Plan Growth
NAV DateNAVUnitsCash FlowScheme Value
Historical Returns (as per SEBI format) as on    31 May 2025

Scheme Inception date is 20/02/2018. Mr. Devender Singhal has been managing the fund since 09/05/2019. Different plans have different expense structure. The performance details provided herein are of direct plan . "Past performance may or may not be sustained in future. All payouts during the period have been reinvested in the units of the scheme at the then prevailing NAV. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). N.A stands for data not available. Note: Point to Point (PTP) Returns in INR shows the value of 10,000/- investment made at inception. Source: ICRA MFI Explorer. # Name of Scheme Benchmark. ## Name of Additional Benchmark." Alpha is difference of scheme return with benchmark return.

Graph
Fund
Graph
Tier 1 Benchmark
Kotak India Growth Fund Series 4 (Multicap Fund - A 36 months close ended equity scheme investing across large cap, midcap and small cap stocks)
This open ended fund Scheme is suitable for investors seeking
  1. Long term capital growth
  2. Investment in equity and equity related securities without any market capitalisation and sector bias.
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them
The above riskometer is based on the scheme portfolio as on 31 May 2025 . An addendum may be issued or updated on the website for new riskometer.
Start Date of the Investment is considered as 1st of Every Month. Exit Load, Stamp Duty & STT are ignored for ease of calculation. Data Source: We have considered NAV Direct Plan Growth Option for the above scheme, Past Performance may or may not be sustained in the future. In view of the individual nature of tax consequences, each unit holder is advised to consult their tax advisors. All figures and other data given in this document are as of 31 May 2025. The same may or may not be relevant at a future date. The AMC takes no responsibility for updating any data/information in this material from time to time. The information shall not be altered in any way, transmitted to, copied, or distributed, in part or in whole, to any other person or to the media or reproduced in any form, without the prior written consent of Kotak Mahindra Asset Management Company Limited. Kotak Mahindra Asset Management Company Limited (including its affiliates), the Mutual Fund, The Trust and any of its officers, directors, personnel, and employees shall not be liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, special, exemplary, consequential, as well as any loss of profit, in any way arising from the use of this material in any manner. Further, the information contained herein should not be construed as a forecast or promise. The recipient alone shall be fully responsible/liable for any decision taken based on this material.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Details
Benchmark Nifty 200 TRI
AUM: ₹ - As on -
Allotment date: February 20, 2018
AAUM: ₹ - As on 31-May-2025
Fund Managers
Mr. Devender Singhal See All Funds Managed
Portfolio turnover ratio
0.00%
Expense Ratio (Direct) **
0.00
Expense Ratio (Regular) **
0.00

Source: *ICRA MFI Explorer     ## Risk rate assumed to be % (FBIL Overnight MIBOR rate as on NA)     **Total Expense Ratio includes applicable B30 fee and GST.

Source: *ICRA MFI Explorer

## Risk rate assumed to be %

(FBIL Overnight MIBOR rate as on NA)

**Total Expense Ratio includes applicable B30 fee and GST.

investmentSyle Graph
A) Regular Plan B) Direct PlanOptions: Payout of IDCW & Growth. (applicable for all plans)
Initial Investment: The scheme is a close ended scheme. The units of the scheme can be traded on the stock exchange.
Additional Investment: The scheme is a close ended scheme. The units of the scheme can be traded on the stock exchange.
Ideal Investments Horizon: 5 years & above
Entry Load: Nil
Exit Load: *The exit load will be applied based on the prevailing exit load rate at the time of unit allotment.
Graph
Fund
Graph
Tier 1 Benchmark
Kotak India Growth Fund Series 4 (Multicap Fund - A 36 months close ended equity scheme investing across large cap, midcap and small cap stocks)
This open ended fund Scheme is suitable for investors seeking
  1. Long term capital growth
  2. Investment in equity and equity related securities without any market capitalisation and sector bias.
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them
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