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Home>Mutual Funds>Kotak Mahindra Mutual Fund>Kotak Capital Protection Oriented Scheme Series 4 Direct Growth

Kotak Capital Protection Oriented Scheme Series 4 Direct Growth

Hybrid
Conservative Hybrid
Moderately Low Risk
0.90%
1M return
+0.04% 1D
1M
6M
1Y
All
NAV: 10 Jun 2019₹11.91
Min. SIP amountNA
RatingNA
Fund size₹71.01Cr

Returns and rankings

Category: Hybrid Conservative Hybrid
Absolute returns
3M6M1YAll
Fund returnsNANANANA
Category averageNANA13.0%NA
Rank with in category10310694NA
Understand terms

Holdings (38)

NameSectorInstrumentAssets
ONGC Mangalore Petrochemicals Ltd
ChemicalsDebenture10.0%
Kotak Mahindra Prime Ltd.
FinancialDebenture8.5%
Reliance Jio Infocomm Ltd.
CommunicationDebenture7.1%
Gruh Finance Ltd.FinancialDebenture7.1%
Power Finance Corpn. Ltd.
FinancialDebenture7.1%
HDFC Bank Ltd.FinancialEquity1.4%
Infosys Ltd.TechnologyEquity0.9%
Tata Consultancy Services Ltd.
TechnologyEquity0.6%
ITC Ltd.FMCGEquity0.5%
Reliance Industries Ltd.EnergyEquity0.4%
See All

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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 amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Abhishek Bisen
May 2016 - 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

Deepak Gupta
May 2016 - 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

Fund house & investment objective

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
Website
NA
Amc Image
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

How to Invest in Kotak Capital Protection Oriented Scheme Series 4 Direct Growth?

You can easily invest in Kotak Capital Protection Oriented Scheme Series 4 Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Kotak Capital Protection Oriented Scheme Series 4 Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Kotak Capital Protection Oriented Scheme Series 4 Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Kotak Capital Protection Oriented Scheme Series 4 Direct Growth provide?

The Kotak Capital Protection Oriented Scheme Series 4 Direct Growth has been there from 31 May 2016 and the average annual returns provided by this fund is 5.93% since its inception.

How much expense ratio is charged by Kotak Capital Protection Oriented Scheme Series 4 Direct Growth?

The term Expense Ratio used for Kotak Capital Protection Oriented Scheme Series 4 Direct 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 4 Direct Growth is NA% as of 07 Jul 2022...

What is the AUM of Kotak Capital Protection Oriented Scheme Series 4 Direct Growth?

The AUM, short for Assets Under Management of Kotak Capital Protection Oriented Scheme Series 4 Direct Growth is ₹71.01Cr as of 07 Jul 2022.

How to Redeem Kotak Capital Protection Oriented Scheme Series 4 Direct Growth?

If you want to sell your Kotak Capital Protection Oriented Scheme Series 4 Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Kotak Capital Protection Oriented Scheme Series 4 Direct Growth?

You can select either SIP or Lumpsum investment of Kotak Capital Protection Oriented Scheme Series 4 Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Kotak Capital Protection Oriented Scheme Series 4 Direct Growth?

The NAV of Kotak Capital Protection Oriented Scheme Series 4 Direct Growth is ₹11.91 as of 10 Jun 2019.

What is the PE and PB ratio of Kotak Capital Protection Oriented Scheme Series 4 Direct Growth?

The PE ratio ratio of Kotak Capital Protection Oriented Scheme Series 4 Direct 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).

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