Kotak Bond Short Term Plan Regular Dividend Half Yearly+0.02%

3Groww
9.53%
1 Year Return
Debt
Short Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Bond Short Term Plan Regular Dividend Half Yearly

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio1.14%
NAV13.2 (19 Aug 2019)
Fund Started21 Aug 2014
Fund Size9,355 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Bond Short Term Plan Regular Dividend Half Yearly
9.5%
7.2%
8.0%
7.7%
Category Average
9.0%
NA
NA
-
Rank within category
4
12
9
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 9.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    LIC Housing Finance Ltd.FinancialDebenture4.3%
    GOISovereignGOI Sec4.0%
    Mahindra & Mahindra Financial Services Ltd.FinancialDebenture3.7%
    Power Finance Corpn. Ltd.FinancialDebenture3.3%
    Assam StateOthersSDL3.3%
    Housing Development Finance Corpn. Ltd.FinancialDebenture3.2%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture2.8%
    Housing Development Finance Corpn. Ltd.FinancialNCD2.7%
    Andhra Pradesh StateOthersSDL2.3%
    Power Finance Corpn. Ltd.FinancialNCD2.2%
    See All

    Fund Managers

    addDeepak Agrawal
    Education
    Mr. Agrawal is Post Graduate in Commerce from Mumbai University, Chartered Accountant, Company Secretary and CFA.
    Experience
    He has been associated with Kotak AMC since 2000.
    Funds Managed

    Other Details

    Kotak Bond Short Term Plan Regular Dividend Half Yearly is a Debt Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 21 Aug 2014. Deepak Agrawal is the Current Fund Manager of Kotak Bond Short Term Plan Regular Dividend Half Yearly.The fund currently has an Asset Under Management(AUM) of ₹9,355 Cr and the Latest NAV as of 19 Aug 2019 is ₹13.2.

    The Kotak Bond Short Term Plan Regular Dividend Half Yearly is rated Moderately Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The objective of the Plan is to provide reasonable returns and high level of liquidity by investing in debt instruments and money market instruments so as to spread the risk across different kinds of issuers in the debt markets.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    22 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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