Kotak US Specific Equity Passive FOF

Kotak US Specific Equity Passive FOF

Other: FoFs (Overseas/Domestic) | Growth

5Y CAGR

+19.24%

Fund Size

₹4,289.52 Cr

Min. Investment

₹100

QUICK FUND SUMMARY

Kotak US Specific Equity Passive FOF Growth is a mutual fund managing assets worth ₹4,289.52 Cr. The current NAV is ₹27.78 as of Aug 25. It has delivered a 5-year CAGR of 19.24%. Investors can start with a minimum SIP amount of ₹100.

Kotak US Specific Equity Passive FOF Details

Fund Size

₹4,289.52 Cr

Type

Other: FoFs (Overseas/Domestic)

Minimum Investment

₹100

NAV (Aug 25)

₹27.78

Plan Type

Regular

Launch Date

02 Feb 2021

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

0.72%

Kotak US Specific Equity Passive FOF Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

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Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹2,019

Your Total Value could have reached:

₹5,619

Kotak US Specific Equity Passive FOF Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Kotak US Specific Equity Passive FOF

Kotak US Specific Equity Passive FOF is a Growth Others mutual fund managed by Kotak Mutual Fund.

The current NAV of Kotak US Specific Equity Passive FOF is ₹27.78 as of Aug 25.

You can invest in Kotak US Specific Equity Passive FOF directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Kotak US Specific Equity Passive FOF is ₹100.

The expense ratio of Kotak US Specific Equity Passive FOF is 0.72%.

For Kotak US Specific Equity Passive FOF, if it is an Equity Fund of Funds (having ≥65% of domestic equity funds as underlying), capital gains are taxed similarly to equity funds: STCG of 20% (plus applicable surcharge and 4% health & education cess) if redeemed within 12 months and LTCG of 12.5% if redeemed after 12 months. For Non-Equity Fund of Funds (having <65% of domestic equity funds as underlying, including international, gold, and multi-asset FoFs), gains are taxed based on a 24-month holding period: if redeemed within 24 months or less, profits are added to your total income and taxed as per your individual income tax slab rate; if held for more than 24 months, profits are taxed at a flat rate of 12.5% without indexation benefits. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.