Name | Sector | Instrument | Assets |
---|---|---|---|
Kotak Nifty PSU Bank Exchange Traded Fund | NA | Mutual Fund | 11.41% |
Kotak Consumption Fund Direct - Growth | NA | Mutual Fund | 11.08% |
Kotak Infrastructure and Economic Reform Fund Direct-Growth | NA | Mutual Fund | 10.16% |
Kotak Nifty 50 ETF-IDCW | NA | Mutual Fund | 9.65% |
Kotak Nifty IT ETF - Growth | NA | Mutual Fund | 7.89% |
Kotak Gilt Investment - Direct Plan | NA | Mutual Fund | 7.42% |
iShares NASDAQ 100 UCITS ETF USD | Financial | Foreign MF | 6.52% |
Kotak Bond Fund Direct-Growth | NA | Mutual Fund | 6.01% |
Kotak Gold ETF | NA | Mutual Fund | 5.96% |
Kotak Quant Fund Direct - Growth | NA | Mutual Fund | 5.61% |
Kotak Manufacture in India Fund Direct - Growth | NA | Mutual Fund | 4.37% |
Kotak Contra Fund Direct-Growth | NA | Mutual Fund | 4.22% |
Kotak Technology Fund Direct - Growth | NA | Mutual Fund | 3.31% |
Kotak Transportation & Logistics Fund Direct-Growth | NA | Mutual Fund | 2.53% |
Min. for 1st investment | Not Supported |
Min. for 2nd investment onwards | Not Supported |
Min. for SIP | Not Supported |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 6.3% | 18.6% | 19.5% | 16.2% |
Category average | 5.2% | 16.3% | 16.9% | NA |
Rank with in category | 22 | 5 | NA | NA |
Hybrid, Multi Asset Allocation funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
ICICI Prudential Multi Asset Fund Growth | 5 | 7.8% | 19.5% | 63,001.13 |
Quant Multi Asset Allocation Fund Growth | 4 | 3.5% | 19.4% | 3,666.25 |
UTI Multi Asset Allocation Fund Plan Growth | 4 | 2.6% | 19.0% | 5,902.09 |
SBI Multi Asset Allocation Fund Growth | 4 | 7.2% | 16.0% | 9,440.30 |
HDFC Multi Asset Fund Growth | 3 | 6.1% | 13.9% | 4,634.55 |
Inclusive of GST
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days
0.005% (from July 1st, 2020)
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.