| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.28% |
| NAV | ₹30.7 (20-Mar-2019) |
|---|---|
| Fund Started | 02-Dec-2003 |
| Fund Size | ₹277 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Punjab & Sind Bank | Financial | Bonds | 9.0% |
| GOI | Sovereign | GOI Sec | 7.1% |
| Reliance Retail Ltd. | Services | NCD | 5.5% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Bonds/Deb | 5.4% |
| United Bank Of India | Financial | Bonds/Deb | 5.2% |
| GOI | Sovereign | GOI Sec | 4.2% |
| GOI | Sovereign | GOI Sec | 3.7% |
| REC Ltd. | Financial | NCD | 3.6% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 3.6% |
| Uttar Pradesh Power Corporation Ltd | Engineering | Debenture | 3.1% |
Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.
Kotak Group is India's first NBFC. It has about 80 branches that offer mutual fund services. It also has overseas branches in Abu Dhabi, Dubai, London, New York, Texas, California and Singapore.
Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees working under it. The asset management company offers various funds across different market capitalization for investors with varying risk appetite and ideal investment duration.
The vision of Kotak mutual funds is to be an ethical market player in the Indian mutual fund industry and it strives to offer the best products to its investors. Kotak has a legacy of many years and therefore, its brand value helps its products to stand-out in the market. The AMC has garnered over 10 lakh customers, within the span of 12 years.