GulaQ

KOTAK LOW DURATION FUND - DIRECT PLAN - GROWTH

Fixed Income
Low Duration
5
(0.02%)

Returns

9.08%

1 Year Return

NAV

₹2,544.97

as 21st Jan 2020

Min. SIP Amount

₹1,000.00

Created with Highstock 6.2.0LowModerateHigh
Created with Highstock 6.2.0Historical NAV20132014201520162017201820192020201420162018202015002000250010003000Zoom1m3m6mYTD1yAllFromDec 31, 2012ToJan 21, 2020
Investment Performance
  • This Mutual Fund

    Profit (absolute return)

    ₹454.14

    9.08%

Created with Highstock 6.2.0₹5175₹5175₹5337.5₹5337.5₹5404.14₹5404.14₹5454.14₹5454.14Bank AccountFixed DepositRegular MFGULAQ MF02k4k6k

Min Lumpsum Amount

₹5,000.00

Expense Ratio

0.31%

Exit Load

0% if redeemed within 12 months.


Fund Details
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Company Allocation
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Other Details

Kotak Low duration fund  

 

Fund Overview: 

 

The main objective of the fund is to generate income through investment primarily in low duration debt and money market securities. However, there is no warranty that the investment goal of the scheme will be achieved.  

 

Pros of Kotak Low Duration Fund: 

 

  • The investment in this scheme would be subject to a Moderate level of risk. 

  • It is ranked in top 3 funds in low duration fund category by CRISIL in September 2018. 

  • It is best suited for the investor who are seeing regular income over short term. 

 

Fund Information and Statistics of Kotak Low Duration Fund:  

 

  1. Inception/Launch Date: 

The fund was made available on 6th March 2008.  

 

  1. Redemption: 

The mutual fund units can be redeemed and repurchased by the fund house itself. They will take a minimum of 10 business days to fulfil the redemption request.  

 

  1. Fund Manager: 

The fund is managed by Mr Deepak Agrawal. He is managing the fund since 1st Feb 2015. He has attained a postgraduate in commerce from Mumbai university. Previously, he also holds work in CA and CFA. 

 

  1. Entry/Exit load: 

There is no entry and exit load associated with it. 

 

Tax benefit of investing in Kotak Low Duration Fund 

 

The short-term capital gains made on sale of units within 1 years from the date of allotment will be taxed at 15% while the investment above Rs 1 lakh after one year will be taxable at the rate of 10%.  

 

About Kotak Mutual Fund:  

 

Kotak Mutual fund was established by Mr. Uday Kotak in 1985. Over the course of time, it is offering mutual funds through more than 79 branches. It caters to the needs of investors from varying income backgrounds, risk appetites and investment goals. Its prime aim is to emphasize on long term wealth growth.