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Kotak Capital Protection Oriented Scheme Series 4 Regular Growth+0.04%

5.42%
1 Year Return
Dynamic/Asset Allocation
Conservative
6M
1Y
All

Fund Details

Kotak Capital Protection Oriented Scheme Series 4 Regular Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.10%
NAV₹11.72 (10 Jun 2019)
Fund Started31 May 2016
Fund Size71 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.4%
-
-
4.6%
Category Average
13.7%
6.3%
6.8%
-
Rank Within Category
96
38
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Would have become
0
with 5.4% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
ONGC Mangalore Petrochemicals LtdChemicalsDebenture10.0%
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

Fund Managers

Abhishek Bisen
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Deepak Gupta
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Kotak Capital Protection Oriented Scheme Series 4 Regular Growth Details

Kotak Capital Protection Oriented Scheme Series 4 Regular Growth is a Dynamic/Asset Allocation Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 31 May 2016. Abhishek Bisen, Deepak Gupta is the Current Fund Manager of Kotak Capital Protection Oriented Scheme Series 4 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹71 Cr and the Latest NAV as of 10 Jun 2019 is ₹11.72.

The Kotak Capital Protection Oriented Scheme Series 4 Regular Growth is rated Moderately Low risk.

Investment Objective

The 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.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
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
23 Jun 1998
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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