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Asset Size:1132Cr
Expense Ratio:1.08%
Fund Manager(s):Deepak Agrawal,
5year Returns:9.15%

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Kotak Dynamic Bond Growth

Kotak       

Debt
Dynamic Bond

Nav : 26.8858 ( 0.09%) February 26th, 2020

People currently viewing this : 1

Rank (of 245)

3

Annualized Returns(5 yrs)

9.15%

Investment Horizon

>5 Yr

Doubled Money

8yrs 0m

Returns since May 26th, 2008

8.78%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

47.5L

Projected Maturity Amount

1Cr

Kotak     

Debt
Dynamic Bond

Nav : 26.8858 ( 0.09%) February 26th, 2020

People currently viewing this : 1

Upwardly's Take :

This fund gives very good returns in a falling interest rate market. Get tax benefits (through indexation) by holding this fund for more than 3 years.

Ideal for medium to long term goals like vacation, down-payment for home, wedding and car purchase.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

47.5L

Projected Maturity Amount

1Cr

Rank (of 245)

3

Annualized Returns(5 yrs)

9.15%

Investment Horizon

>5 Yr

Doubled Money

8yrs 0m

Returns since May 26th, 2008

8.78%

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

The investment objective of the Scheme is to maximise returns through an active management of a portfolio of debt and money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Basic Details
Fund House
Kotak
Launch Date
May 26th, 2008
Expense Ratio
1.08%
Fund Category Risk
Moderate
Std Dev (1Yr)
2.774
Std Dev (3Yr)
2.466
Std Dev (5Yr)
2.91
Asset Size
1132Cr
Investment Details
Investment Plan
Growth
Return since Launch
8.78 %
Exit Load
No Exit Load
YTM
7.43 %
Modified Duration
3.97
Contact Details
Fund Manager(s)
Phone No.
+91 22 66384444