Kotak Mahindra International Fund - Regular Plan - Growth

Kotak Mahindra International Fund - Regular Plan - Growth overview and fund details

Kotak Mahindra International Fund - Regular Plan - Growth ek international equity mutual fund hai, jo global markets mein invest karta hai. Iska objective hai investors ko long-term capital appreciation provide karna. Yeh fund un logon ke liye suitable hai jo diversified portfolio aur international exposure chahte hain. Is fund ki investment strategy growth-oriented hai, aur yeh market ke volatile nature se cope karne ki koshish karta hai. Agar aap risk-taking investor hain aur long-term wealth creation mein interested hain, toh yeh fund aapke liye ek accha option ban sakta hai.

Kotak Mahindra International Fund - Regular Plan - Growth ke returns – 1, 3, 5 saal ke aankde

Kotak Mahindra International Fund - Regular Plan - Growth ne last 1 saal mein 6.05% ka return diya hai. 3 saal ka CAGR return 6.8% hai, jo iski consistent performance ko dikhata hai. Aur agar hum 5 saal ki baat karein, toh yeh fund 5.99% ka return generate karne mein successful raha hai. Yeh returns kaafi relate karte hain is fund ke benchmark, MSCI World Index se. Aapne socha hoga ki kya yeh returns achhe hain? Dekho, agar hum benchmark ki performance dekhein, toh yeh fund kaafi competitive hai. Fund manager Harsha Upadhyaya ke leadership mein, yeh fund apne sector ki top-performing stocks mein invest karta hai, jisse yeh consistent returns generate karne mein madad milti hai. Yeh kahna galat nahi hoga ki is fund ki performance ko market volatility se kaafi influence kiya gaya hai. Lekin agar aap long-term perspective se dekhte hain, toh yeh fund apne investors ko achhe returns dene ki potential rakhta hai.

Kotak Mahindra International Fund - Regular Plan - Growth top holdings and portfolio allocation

Kotak Mahindra International Fund - Regular Plan - Growth ki top holdings mein major companies jaise Apple Inc. (8.5%), Microsoft Corp. (7.8%), Alphabet Inc Class A (6.9%), Amazon.com Inc. (5.2%), aur NVIDIA Corp. (4.8%) shamil hain. Yeh holdings fund ki equity allocation strategy ko reflect karti hain, jo ki primarily technology aur consumer discretionary sectors par focus karti hai. Is fund ki sector allocation bhi kaafi interesting hai. Yeh fund predominantly technology stocks mein invest karta hai, jo ki aaj ke time mein high growth potential rakhta hai. Iske alawa, consumer discretionary sector mein bhi iski kafi investment hai, jo market trends ke according align hoti hai. Portfolio diversification ki wajah se, yeh fund long-term growth opportunities ka fayda uthane ki koshish karta hai, aur investors ko broader market exposure deta hai.

Kotak Mahindra International Fund - Regular Plan - Growth riskometer and downside risk

Kotak Mahindra International Fund - Regular Plan - Growth ka riskometer "Very High" category mein aata hai. Yeh fund equity markets mein invest karta hai, jiska matlab hai ki isme volatility kaafi high ho sakti hai. Agar aapko high risk tolerance hai aur aap short-term fluctuations ko handle kar sakte hain, toh yeh fund aapke liye suitable ho sakta hai. Yeh fund kaafi dynamic hai aur iski performance kaafi market conditions pe depend karti hai. Sharpe ratio ke data available nahi hai, lekin historical data se yeh pata chalta hai ki is fund ne market downturns ke dauran bhi apne investors ko kaafi achhe returns diye hain. Lekin, yeh yaad rakhna zaroori hai ki high returns ka matlab high risk bhi hota hai.

Kotak Mahindra International Fund - Regular Plan - Growth pros and cons for investors

• Pros:
  • High growth potential through international equity exposure.
  • Strong performance relative to benchmark.
  • Diversified portfolio with major global companies.
  • Expert management by experienced fund manager.
• Cons:
  • High risk due to investment in volatile markets.
  • Expense ratio of 2.05% which is relatively high.
  • Not suitable for risk-averse investors.