NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.99
-0.67%
NAV as on 13 Feb 26, 12:00 AM
very high risk
thematic dividend yield
equity
NAV as on 13 Feb 26, 12:00 AM
very high risk
thematic dividend yield
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-0.10%p.a.
Since Inception
About Kotak Dividend Yield Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Dividend Yield Fund -Growth scheme from Kotak Mahindra Asset Management Company Limited. It is a Thematic-Dividend Yield mutual fund scheme that predominantly invests in Thematic-Dividend Yield stocks of companies. Launched on Jan 2026, Kotak Dividend Yield Fund -Growth is Thematic-Dividend Yield fund of its category with 215.21 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Thematic-Dividend Yield funds.
- Kotak Dividend Yield Fund -Growth delivered 0.0% annual returns during the last year. It has delivered -0.1% average annual returns since the fund was launched.
- Kotak Dividend Yield Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The scheme is to generate long-term, capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of equity and equity related instruments of dividend yielding companies.
Top 2 Holdings
Repo
99.43%
Net Current Assets
0.57%
Fund Managers
- Abhishek Bisen (Jan 2026 - Present)
- Shibani Sircar Kurian (Jan 2026 - Present)
Key Information
View Scheme Document
Kotak Dividend Yield Fund -Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Kotak Dividend Yield Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak Dividend Yield Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Dividend Yield Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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