Kotak Capital Protection Oriented Scheme Series 4 Regular Growth+0.01%

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

Fund Details

Kotak Capital Protection Oriented Scheme Series 4 Regular Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.10%
NAV11.72 (10 Jun 2019)
Fund Started31 May 2016
Fund Size71 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Capital Protection Oriented Scheme Series 4 Regular Growth
5.4%
NA
NA
5.4%
Category Average
7.1%
4.5%
2.1%
-
Rank within category
96
38
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 5.4% annual returns

    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

    addAbhishek Bisen
    Education
    Mr. Bisen is a BA and MBA in Finance.
    Experience
    Prior to joining Kotak AMC, Abhishek 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.
    Funds Managed
    addDeepak Gupta
    Education
    Mr. Gupta is a B.Com (H), CA, Cost Accountant and CFA.
    Experience
    He has been associated with Kotak AMC since 2007.
    Funds Managed

    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.

    Tax Implications

    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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