KOKotak MFGrowth

Kotak India Growth Fund - Series 4 - IDCW

Multi Cap FundEquity - Multi Cap FundBenchmark: NIFTY 200
NAV · 22 Feb 2024₹29.19+0.02%
AUM₹133 Crfrom this fund's primary plan
Expense Ratio1.28%
CAGR
Exit Load
Min SIP
Launched2018

Investment Objective

The investment objective of the scheme(s) is to generate capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and sectors.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Fund Mandate

Debt and Money Market Securities0%–20%
Equity and Equity Related Securities of Large Cap, Midcap and Small Cap stocks80%–100%
Fund Managers
DS
Devender Singhal
Fund Manager
Key Information
1.28%
₹5,000
Nil
Inception15 Feb 2018
AMCKotak MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.02%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.28%
Nil
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme