1 Year Return
as 21st Jan 2020
Min. SIP Amount
Profit (absolute return)
Min Lumpsum Amount
0% if redeemed within 12 months.
|Fund Managers||Deepak Agrawal|
|Legal Structure||Open Ended Investment Company|
|Risk Level||Moderately Low risk|
|7.26% Govt Stock 2029||12.01%|
|Reliance Jio Infocomm Limited||7.38%|
|STATE BANK OF INDIA||5.03%|
|Power Finance Corporation Limited||4.83%|
It is a debt mutual fund scheme that was launched by Kotak Mahindra mutual fund. , it was introduced to investors on 1st Jan 2013. Currently, the fund is managed by Deepak Agrawal. Also, fund growth is rated moderately low-risk. The minimum SIP investment is INR 1000 & minimum lumpsum investment is INR 5000.
The objective is to maximize returns through active management of a portfolio of debt & money market securities.
Low expense ratio
1-year returns are higher than the benchmark
3-year returns are higher than the benchmark
5-year returns are higher than the benchmark
Exit load is ZERO
Kotak mutual fund is one of the major fund houses in India. It started operation on 23rd June 1998. It is currently headed by Mr. Nilesh Shah, who is the CEO of the Fund house. He has more than two decades of experience in capital markets and market-related investments. The fund house manages an AUM of Rs 161072.40 cr.