Fund Details
Kotak Low Duration Fund Direct Dividend Monthly
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.36% |
| NAV | ₹1183.29 (26 Nov 2020) |
|---|---|
| Fund Started | 04 Jan 2013 |
| Fund Size | ₹9,427 Cr |
Returns
as per Historical Returns
Comparison
1. Lower expense ratio - 0.36%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 7.0% |
| Sundaram Finance Ltd. | Financial | ZCB | 3.7% |
| Indusind Bank Ltd. | Financial | CD | 3.4% |
| Steel Authority Of India Ltd. | Metals | CP | 3.2% |
| Orissa State | Others | SDL | 3.2% |
| Chhattisgarh State | Others | SDL | 3.0% |
| Nabha Power Ltd. | Engineering | NCD | 2.3% |
| Tata Steel Ltd. | Metals | Debenture | 2.2% |
| REC Ltd. | Financial | Debenture | 2.1% |
| Reserve Bank of India | Financial | T-Bills | 2.1% |
Fund Managers
Kotak Low Duration Fund Direct Dividend Monthly Details
Kotak Low Duration Fund Direct Dividend Monthly is a Debt Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 04 Jan 2013. Deepak Agrawal is the Current Fund Manager of Kotak Low Duration Fund Direct Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹9,427 Cr and the Latest NAV as of 26 Nov 2020 is ₹1183.29.
The Kotak Low Duration Fund Direct Dividend Monthly is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.
Investment Objective
The scheme seeks to generate income through investment in low duration debt and money market 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.
