Kotak Quarterly Interval Plan Series 13 Direct Dividend

Debt
FMP
Moderately Low Risk
0.58%
1M return
+0.01% 1D
1M
All
NAV: 30 May 2019₹10.00
Min. SIP amountNot Supported
RatingNA
Fund size₹26.21Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt FMP
Absolute returns
1M3M6MAll
Fund returnsNANANANA
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Holdings (9)

NameSectorInstrumentAssets
Axis Bank Ltd.FinancialCD11.4%
Godrej Properties Ltd.ConstructionCP11.4%
Muthoot Finance Ltd.FinancialCP11.4%
Housing Development Finance Corpn. Ltd.FinancialCP11.4%
Reliance Industries Ltd.EnergyCP11.4%
Nabha Power Ltd.
EngineeringCP11.4%
Tata Capital Housing Finance Ltd.
FinancialCP11.4%
Small Industries Devp. Bank of India Ltd.
FinancialCP8.7%
Punjab National Bank
FinancialCD8.4%

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Deepak Agrawal
Feb 2019 - Present
View details

Education
Mr. Agrawal is Post Graduate in Commerce from Mumbai University, Chartered Accountant, Company Secretary and CFA.
Experience
He has been associated with Kotak AMC since 2000.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
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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