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Asset Size:5225Cr
Expense Ratio:0.61%
Fund Manager(s):Deepak Agrawal,
5year Returns:8.42%

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Kotak Banking and PSU Debt Growth

Kotak       

Debt
Banking & PSU

Nav : 46.6121 ( -0.22%) April 3rd, 2020

People currently viewing this : 1

Rank (of 245)

5

Annualized Returns(5 yrs)

8.42%

Investment Horizon

>3 Yr

Doubled Money

8yrs 7m

Returns since December 29th, 1998

NA

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

42L

Projected Maturity Amount

99.2L

Kotak     

Debt
Banking & PSU

Nav : 46.6121 ( -0.22%) April 3rd, 2020

People currently viewing this : 1

Upwardly's Take :

The fund's return does not fluctuate too much. Stay invested in this fund for more than 3 years to get tax indexation benefits. The effective tax rate can be as low as 2-3% (compared to 31% in FDs)

This is a great substitute for FD. Park your money here and get substantially higher returns than FD. Ideal Investment horizon is 3 years plus.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

42L

Projected Maturity Amount

99.2L

Rank (of 245)

5

Annualized Returns(5 yrs)

8.42%

Investment Horizon

>3 Yr

Doubled Money

8yrs 7m

Returns since December 29th, 1998

NA

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

FUND DETAIL INFORMATION

To generate income by predominantly investing in debt & money market securities issued by Banks,Public Sector Undertaking (PSUs),Public Financial Institutions (PFI),Municipal Bonds and Reverse repos in such securities,sovereign securities issued by the Central Government and State Governments,and/or any security unconditionally guaranteed by the Govt. of India. There is no assurance that or guarantee that the investment objective of the scheme will be achieved.

Basic Details
Fund House
Kotak
Launch Date
December 29th, 1998
Expense Ratio
0.61%
Fund Category Risk
Moderate
Std Dev (1Yr)
2.07
Std Dev (3Yr)
1.853
Std Dev (5Yr)
1.721
Asset Size
5225Cr
Investment Details
Investment Plan
Growth
Exit Load
No Exit Load
YTM
6.71 %
Modified Duration
2.63
Contact Details
Fund Manager(s)
Phone No.
+91 22 66384444