Kotak Medium Term Fund - Regular Plan - Growth

Debt Generate Interest income and beat FD returns
Medium Duration Fund
Category Rank
Kotak Medium Term Fund - Regular Plan - Growth
Rating
Fund
Time to Invest
Kotak Medium Term Fund - Regular Plan - Growth
NAV
16.1589
(29/05/2020)
L 52Wk H
15.19
16.53
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Kotak Medium Term Fund - Regular Plan - Growth

Debt
Medium Duration Fund
Generate Interest income and beat FD returns
Rank Kotak Medium Term Fund - Regular Plan - Growth
Fund
NAV
16.1589
(29/05/2020)
Time to Invest
Kotak Medium Term Fund - Regular Plan - Growth
Rating
L 52Wk H
15.19
16.53
Investment Objective

The investment objective of the scheme is to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved. .

Category
  • Debt - Medium Duration Fund
Benchmark
  • Crisil 10 Yr Gilt Index
  • NIFTY Medium Duration Debt Index
Returns
1M
3.24%
3M
-1.73%
6M
0.86%
1Y
4.38%
3Y
5.63%
5Y
7.23%
Historical NAV
NAV for scheme Kotak Medium Term Fund - Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Kotak Medium Term Fund - Regular Plan - Growth

AUM

1757.20 Cr
Kotak Medium Term Fund - Regular Plan - Growth AUM is 84% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 9% of investment and 2% for remaining investment on or before 18M Nil after 18M
Lock In Period - NIL

Expense Ratio

1.68%
Kotak Medium Term Fund - Regular Plan - Growth Expense Ratio is 88% lower than other schemes in the category

Turnover Ratio

NA