A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,568 | +7.61% | |
| 3 years | ₹1,80,000 | ₹2,28,062 | +26.70% | |
| 5 years | ₹3,00,000 | ₹4,62,801 | +54.27% | |
| 10 years | ₹6,00,000 | ₹14,97,781 | +149.63% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Kotak Gold ETF | NA | Mutual Fund | 15.68% |
| Kotak Nifty PSU Bank Exchange Traded Fund | NA | Mutual Fund | 13.98% |
| Kotak Infrastructure and Economic Reform Fund Direct-Growth | NA | Mutual Fund | 9.78% |
| Kotak Consumption Fund Direct - Growth | NA | Mutual Fund | 9.70% |
| Kotak Nifty IT ETF - Growth | NA | Mutual Fund | 9.25% |
| Kotak Gilt Investment - Direct Plan | NA | Mutual Fund | 6.10% |
| Kotak Nifty 50 ETF-IDCW | NA | Mutual Fund | 5.87% |
| Kotak Transportation & Logistics Fund Direct-Growth | NA | Mutual Fund | 5.02% |
| Kotak Bond Fund Direct-Growth | NA | Mutual Fund | 5.00% |
| Kotak Quant Fund Direct - Growth | NA | Mutual Fund | 4.84% |
| Kotak Manufacture in India Fund Direct - Growth | NA | Mutual Fund | 3.83% |
| Kotak Contra Fund Direct-Growth | NA | Mutual Fund | 3.68% |
| Kotak Technology Fund Direct - Growth | NA | Mutual Fund | 2.88% |
Average of the yearly returns of a mutual fund over a given period.
The total return of a mutual fund over a given period.
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +20.8% | +19.5% | +16.9% | +16.3% |
| Category average (Hybrid Multi Asset Allocation) | +17.8% | +16.1% | +11.5% | -- |
| Rank (Hybrid Multi Asset Allocation) | 6 | -- | -- | -- |
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
A form of tax payable for the purchase or sale of an asset or security.
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +25.29% | +22.62% | 10,661.23 | ||
| +13.55% | +21.65% | 6,719.75 | ||
| +21.88% | +20.66% | 13,032.90 | ||
| +17.06% | +20.49% | 78,179.11 | ||
| +16.36% | +16.59% | 5,459.66 | ||
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