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Kotak Medium Term Fund Regular IDCW Quarterly-0.01%

10.24%
1 Year Return
Debt
Medium Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Medium Term Fund Regular IDCW Quarterly

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.60%
NAV₹10.70 (07 May 2021)
Fund Started21 Mar 2014
Fund Size1,910 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.2%
6.8%
7.2%
8.4%
Category Average
7.7%
5.9%
6.6%
-
Rank Within Category
3
7
7
-
*All returns are annualized.
SIP
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 10.2% returns per annum

Comparison

Data not available
Pros
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
Cons
1. Higher expense ratio - 1.6%

Fund Managers

Deepak Agrawal
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Kotak Medium Term Fund Regular IDCW Quarterly Details

Kotak Medium Term Fund Regular IDCW Quarterly 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 IDCW Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹1,910 Cr and the Latest NAV as of 07 May 2021 is ₹10.70.

The Kotak Medium Term Fund Regular IDCW Quarterly is rated Moderately High risk. Minimum SIP Investment is set to 1000. 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.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
For units in excess of 3% of the investment,1% will be charged for redemption within 6 months.
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
Website
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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