Kotak Medium Term Fund Regular Dividend Yearly is a Debt Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 21 Mar 2014. Deepak Agrawal is the Current Fund Manager of Kotak Medium Term Fund Regular Dividend Yearly.The fund currently has an Asset Under Management(AUM) of ₹3,280 Cr and the Latest NAV as of 21 Jan 2020 is ₹11.15.
The Kotak Medium Term Fund Regular Dividend Yearly is rated Moderate risk. Minimum SIP Investment is 1000. For units more than 15% of the allotted, an exit load of 2% will be charged if redeemed within 18 months..
The investment objective of the scheme is to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved
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)
Min for First Investment
Min for Second Investment
For units more than 15% of the allotted, an exit load of 2% will be charged if redeemed within 18 months.