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Kotak India Growth Fund Series 4 - Regular Plan- Growth option

Kotak · Equity Fund
High
₹29.19
Current NAV
22 Feb 2024
48.9%
1Y Return
24.5%
3Y CAGR
26.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹13,580 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.93%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.53
Sharpe Ratio
0.73
Beta
0.53
Alpha
0.60
Sortino
Fund Details
Fund House Kotak
Category Equity Fund
AUM ₹13580 Cr
Expense Ratio 1.93%
Min SIP ₹500
Min Lumpsum ₹1000
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