Kotak Medium Term Plan Fund - Regular Growth

Debt Generate Interest income and beat FD returns
Medium Duration Fund
Category Rank
Kotak Medium Term Plan Fund - Regular Growth
Rating
Fund
Time to Invest
Kotak Medium Term Plan Fund - Regular Growth
NAV
15.5294
(23/08/2019)
L 52Wk H
14.57
15.53
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Kotak Medium Term Plan Fund - Regular Growth

Debt
Medium Duration Fund
Generate Interest income and beat FD returns
Rank Kotak Medium Term Plan Fund - Regular Growth
Fund
NAV
15.5294
(23/08/2019)
Time to Invest
Kotak Medium Term Plan Fund - Regular Growth
Rating
L 52Wk H
14.57
15.53
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
1.02%
3M
0.87%
6M
3.08%
1Y
6.07%
3Y
6.50%
5Y
8.18%
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 Plan Fund - Regular Growth

AUM

3688.69 Cr
Kotak Medium Term Plan Fund - Regular Growth AUM is 88% 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

1.7%
Kotak Medium Term Plan Fund - Regular Growth Expense Ratio is 89% lower than other schemes in the category

Turnover Ratio

NA