Kotak US Equity Fund - Direct Plan - Growth option
A specialised fund. Check the scheme details for what it invests in. From Kotak Mahindra Mutual Fund. It's been running since 2 Feb 2015.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 65 other funds in Other Scheme - FoF Overseas
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 5 of last 6 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Kotak US Equity Fund - Direct Plan - Growth option against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- Kotak Mahindra Mutual Fund
- Category
- Other Scheme - FoF Overseas
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 133831
- First price on record
- 2 Feb 2015 · 1,174 daily prices
About Kotak US Equity Fund - Direct Plan - Growth option
Kotak US Equity Fund - Direct Plan - Growth option is a Other Scheme - FoF Overseas offered by Kotak Mahindra Mutual Fund under the Direct plan with the Growth option. It has approximately 12 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.
The current NAV of Kotak US Equity Fund - Direct Plan - Growth option is ₹20.1310 (as of 25 Feb 2020). Historically, it has delivered 17.14% over the last year, 13.25% CAGR over 3 years, 11.68% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 13.0% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 22.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Kotak US Equity Fund - Direct Plan - Growth option?+
The latest NAV of Kotak US Equity Fund - Direct Plan - Growth option is ₹20.1310 as of 25 Feb 2020, up 0.01% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Kotak US Equity Fund - Direct Plan - Growth option?+
Kotak US Equity Fund - Direct Plan - Growth option has delivered 1-year return 17.14%, 3-year CAGR 13.25%, 5-year CAGR 11.68%, since-inception CAGR 12.56%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Kotak US Equity Fund - Direct Plan - Growth option belong to?+
Kotak US Equity Fund - Direct Plan - Growth option is categorised as Other Scheme - FoF Overseas. A specialised fund. Check the scheme details for what it invests in.
How risky is Kotak US Equity Fund - Direct Plan - Growth option?+
Based on its 3-year annualised volatility of 13.0%, Kotak US Equity Fund - Direct Plan - Growth option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Kotak US Equity Fund - Direct Plan - Growth option a direct plan?+
Kotak US Equity Fund - Direct Plan - Growth option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is Kotak US Equity Fund - Direct Plan - Growth option?+
Kotak US Equity Fund - Direct Plan - Growth option has NAV history available from 2 Feb 2015 — approximately 12 years of track record and 1,174 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.