How much expense ratio is charged by Kotak Capital Protection Oriented Scheme Series 2 Regular Growth?

The term Expense Ratio used for Kotak Capital Protection Oriented Scheme Series 2 Regular Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Kotak Capital Protection Oriented Scheme Series 2 Regular Growth is 1.50% as of 21 Mar 2023...

What is the PE and PB ratio of Kotak Capital Protection Oriented Scheme Series 2 Regular Growth?

The PE ratio ratio of Kotak Capital Protection Oriented Scheme Series 2 Regular Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Kotak Capital Protection Oriented Scheme Series 2 Regular Growth - NAV, Mutual Fund Performance & Portfolio

Kotak Capital Protection Oriented Scheme Series 2 Regular Growth
Hybrid
Conservative Hybrid
 NAV: 11 Dec 2018₹12.05
Min. SIP amountNot Supported
RatingNA
Fund size₹150.18Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Conservative Hybrid
Absolute returns
1M3M6MAll
Fund returnsNANANANA
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2019 - Present
1.50%
30 Sep 2018 - 31 Mar 2019
2.15%
31 Mar 2018 - 30 Sep 2018
2.58%
Expense ratio, exit load and taxExpense ratio: 1.50%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementAbhishek Bisen
Nov 2015 - Present
View details
Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes
Kotak Gilt Investment Regular IDCW Quarterly
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Kotak Equity Hybrid Fund Regular IDCW
Kotak Bond Fund Growth
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Kotak Bond Fund Regular IDCW
Kotak Bond Fund Regular Bonus
Kotak Bond Short Term Fund Regular Growth
Kotak Multi Asset Allocator FoF Dynamic Regular IDCW
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Kotak Bond Fund Direct Bonus
Kotak Bond Short Term Fund Direct Growth
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Kotak Gilt Investment PF & Trust Direct Growth
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Kotak Equity Hybrid Fund Direct IDCW
Kotak Multi Asset Allocator FoF Dynamic Direct IDCW
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Kotak Gold Fund Direct Growth
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Kotak Debt Hybrid Fund Direct IDCW Quarterly
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Kotak Equity Savings Fund Direct Growth
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Kotak Equity Savings Fund Regular IDCW Quarterly
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Kotak Equity Hybrid Fund Direct Growth
Kotak Equity Hybrid Fund Regular Growth
Kotak Capital Protection Oriented Scheme Series I Regular Growth
Kotak Bond Short Term Fund Direct IDCW
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Kotak Capital Protection Oriented Scheme Series 2 Regular Growth
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Kotak Capital Protection Oriented Scheme Series 4 Direct Growth
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Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Regular IDCW
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct IDCW
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Direct Growth
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Regular Growth
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Direct IDCW
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Direct Growth
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Regular IDCW
Kotak Nifty 100 Low Volatility 30 ETF Growth
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Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Regular Growth
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Regular IDCW
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Direct Growth
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Direct IDCW
Kotak All Weather Debt FOF Regular Growth
Kotak All Weather Debt FOF Regular IDCW
Kotak All Weather Debt FOF Direct Growth
Kotak All Weather Debt FOF Direct IDCW
Kotak Silver ETF Regular Growth
Deepak Gupta
Nov 2015 - Present
View details
Education
Mr. Gupta is a CA, CWA, Cleared CFA level III (AIMR, USA).
Experience
Prior to joining Invesco Asset Management (India) Pvt. Ltd., He has worked with Emkay Global Financial Services Ltd. and Kotak Asset Management Company Ltd.
Also manages these schemes
Kotak Multi Asset Allocator FoF Dynamic Regular IDCW
Kotak Multi Asset Allocator FoF Dynamic Regular Growth
Kotak India EQ Contra Fund Regular IDCW
Kotak India EQ Contra Fund Regular Growth
Invesco India Arbitrage Fund Growth
Invesco India Arbitrage Fund IDCW
Kotak Equity Arbitrage Fund Regular IDCW Monthly
Kotak Equity Arbitrage Fund Regular Growth
Kotak Global Emerging Market Fund Regular Growth
Kotak Global Emerging Market Fund Regular IDCW
Kotak Nifty PSU Bank Exchange Traded Fund
Kotak S&P BSE Sensex ETF
Kotak Nifty 50 ETF IDCW
Kotak India EQ Contra Fund Direct IDCW
Kotak India EQ Contra Fund Direct Growth
Kotak Equity Arbitrage Fund Direct IDCW Monthly
Kotak Equity Arbitrage Fund Direct Growth
Kotak Multi Asset Allocator FoF Dynamic Direct IDCW
Kotak Multi Asset Allocator FoF Dynamic Direct Growth
Kotak Global Emerging Market Fund Direct IDCW
Kotak Global Emerging Market Fund Direct Growth
Invesco India Arbitrage Fund Direct IDCW
Invesco India Arbitrage Fund Direct Growth
Invesco India Arbitrage Fund Direct Bonus
Invesco India Arbitrage Fund Bonus
Invesco India Arbitrage Fund Direct Annual Bonus
Invesco India Arbitrage Fund Annual Bonus
Kotak Equity Savings Fund Regular Growth
Kotak Equity Savings Fund Direct Growth
Kotak Equity Savings Fund Regular IDCW Monthly
Kotak Equity Savings Fund Direct IDCW Monthly
Kotak Equity Savings Fund Regular IDCW Quarterly
Kotak Equity Savings Fund Direct IDCW Quarterly
Kotak Equity Arbitrage Fund Direct IDCW Bimonthly
Kotak Equity Arbitrage Fund Regular IDCW Bimonthly
Kotak Nifty Bank ETF IDCW
Kotak World Gold Fund Standard IDCW
Kotak World Gold Fund Standard Growth
Kotak World Gold Fund Direct Growth
Kotak World Gold Fund Direct IDCW
Kotak US Equity Fund Standard IDCW
Kotak US Equity Fund Standard Direct Growth
Kotak US Equity Fund Standard Direct IDCW
Kotak US Equity Fund Standard Growth
Kotak Capital Protection Oriented Scheme Series I Regular Growth
Kotak Nifty 50 Value 20 ETF IDCW
Kotak Capital Protection Oriented Scheme Series 2 Regular Growth
Kotak Capital Protection Oriented Scheme Series 4 Regular Growth
Kotak Capital Protection Oriented Scheme Series 4 Direct Growth
Kotak Equity Arbitrage Direct IDCW Fortnightly
Kotak Equity Arbitrage Regular IDCW Fortnightly
Kotak Balanced Advantage Fund Regular Growth
Kotak Balanced Advantage Fund Direct IDCW
Kotak Balanced Advantage Fund Direct Growth
Kotak Balanced Advantage Fund Regular IDCW
Fund house & investment objective
Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM₹2,85,392.44Cr
Date of Incorporation05 Aug 1994
 Kotak Capital Protection Oriented Scheme Series 2 Regular Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. null is the Current Fund Manager of Kotak Capital Protection Oriented Scheme Series 2 Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,85,392 Cr and the Latest NAV as of 11 Dec 2018 is ₹12.05.
The Kotak Capital Protection Oriented Scheme Series 2 Regular Growth is rated NA risk.
;
Investment ObjectiveThe scheme seeks to capital protection by investing a portion of the portfolio in highest rated debt securities and money market instruments and also to provide capital appreciation by investing the balance in equity and equity related securities.
;
Fund benchmarkNifty 50,CRISIL Composite Bond Fund Index
Scheme Information Document(SID)
Fund house contact details
Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
[email protected]
Website
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
Kotak Capital Protection Oriented Scheme Series 2 Regular Growth
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	1M	3M	6M	All
Fund returns	NA	NA	NA	NA
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Rank (total assets)	#5 in India
Total AUM	₹2,85,392.44Cr

Date of Incorporation	05 Aug 1994

Fund benchmark	Nifty 50,CRISIL Composite Bond Fund Index

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹150.18Cr

Kotak Capital Protection Oriented Scheme Series 2 Regular Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.50%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Abhishek BisenNov 2015 - PresentView details

Deepak GuptaNov 2015 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Abhishek Bisen
Nov 2015 - Present
View details

Deepak Gupta
Nov 2015 - Present
View details