Kotak Gilt Investment PF & Trust Direct Growth+0.28%

3Groww
14.74%
1 Year Return
Debt
Gilt
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Gilt Investment PF & Trust Direct Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.40%
NAV73.43 (14 Oct 2019)
Fund Started21 Jan 2013
Fund Size462 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Gilt Investment PF & Trust Direct Growth
14.7%
7.5%
10.2%
9.0%
Category Average
14.2%
7.0%
9.2%
-
Rank within category
13
10
8
-
*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 14.7% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Gujarat StateOthersSDL0.0%
    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

    Other Details

    Kotak Gilt Investment PF & Trust Direct Growth is a Debt Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 21 Jan 2013. Abhishek Bisen is the Current Fund Manager of Kotak Gilt Investment PF & Trust Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹462 Cr and the Latest NAV as of 14 Oct 2019 is ₹73.43.

    The Kotak Gilt Investment PF & Trust Direct Growth is rated Moderate risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    To generate risk-free returns through investments in sovereign securities issued by the Central Government and/or a State Government and/or reverse repos in such securities.

    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
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