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
16.096
(17/01/2020)
L 52Wk H
15.01
16.10
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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
16.096
(17/01/2020)
Time to Invest
Kotak Medium Term Fund - Regular Plan - Growth
Rating
L 52Wk H
15.01
16.10
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
1.26%
3M
2.73%
6M
4.63%
1Y
7.13%
3Y
6.21%
5Y
7.75%
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

3280.31 Cr
Kotak Medium Term Fund - Regular Plan - Growth AUM is 92% higher than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil for 10% of investment and 2% for remaining Investment on or before 18M Nil after 18M
Lock In Period - NIL

Expense Ratio

1.74%
Kotak Medium Term Fund - Regular Plan - Growth Expense Ratio is 93% lower than other schemes in the category

Turnover Ratio

NA