OtherFoF OverseasDirect · Growth
Kotak US Equity Fund - Direct Plan - Growth option
Kotak Mahindra · Scheme 133831
₹20.13▲ 0.01%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
—
3Y CAGR
13.3%
Risk level
High
Min SIP
—
Benchmark
Underlying index
NAV Growth
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Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.60% |
| 3 Months | +6.22% |
| 6 Months | +16.43% |
| 1 Year | +17.14% |
| 3 Years (CAGR) | +13.27% |
| 5 Years (CAGR) | +11.68% |
| 10 Years (CAGR) | — |
| Since Launch | +12.56% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns46
Consistency79
Risk-adjusted36
Downside protection76
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +13.3%
- ✓ 1Y return: +17.1%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 1.7%
- ✓ Volatility: 13% annualised
What to watch
- • 3Y CAGR vs category: -10.0% vs category avg
- • 1Y return vs category: -15.1% vs category avg
- • Sharpe ratio: 0.54
- • Sortino ratio: 0.71
Risk metrics
Sharpe ratio
0.54
Sortino ratio
0.71
Volatility
13.44%
Max drawdown
-22.42%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.