|Min SIP Amount||₹1000|
|NAV||₹15.65 (12 May 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹499 Cr|
|Power Finance Corpn. Ltd.||Financial||FRD||5.4%|
|Reliance Industries Ltd.||Energy||Equity||1.7%|
|ICICI Bank Ltd.||Financial||Equity||1.7%|
|National Thermal Power Corp. Ltd.||Energy||Debenture||1.1%|
Kotak Debt Hybrid Fund Direct IDCW Quarterly is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Abhishek Bisen, Devender Singhal is the Current Fund Manager of Kotak Debt Hybrid Fund Direct IDCW Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹499 Cr and the Latest NAV as of 12 May 2021 is ₹15.65.
The Kotak Debt Hybrid Fund Direct IDCW Quarterly is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 8% of the investment,1% will be charged for redemption within 365 days
The Scheme seeks to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities, the Scheme will aim at generating regular returns, while enhancement of return is intended through investing in equity and equity related securities.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.