Holdings (1)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| PineBridge US Large Cap Research Enhanced Fund | Financial | Forgn.MF- Equity | 95.7% |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | 17.14% | 13.24% | 11.67% | 11.49% |
| Category Average | 10.74% | 10.83% | 10.82% | NA% |
| Rank Within Category | 7.00% | 6.00% | 4.00% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.62%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Fund management
Education
Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience
Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.