Fund Details
Kotak Medium Term Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.60% |
| NAV | ₹17.54 (14 May 2021) |
|---|---|
| Fund Started | 21 Mar 2014 |
| Fund Size | ₹1,910 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Higher expense ratio - 1.6%
Fund Managers
Kotak Medium Term Fund Regular Growth Details
Kotak Medium Term Fund Regular Growth is a Debt Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 21 Mar 2014. Deepak Agrawal is the Current Fund Manager of Kotak Medium Term Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,910 Cr and the Latest NAV as of 14 May 2021 is ₹17.54.
The Kotak Medium Term Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 3% of the investment,1% will be charged for redemption within 6 months.
Investment Objective
The scheme seeks to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments.
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.
