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||Moderate Risk|
|U.P. Power Corporation Limited||6.58%|
|LIC HOUSING FINANCE LIMITED||3.40%|
|Mobil Trust Series-07 Ptc 20-06-2022(Mobil Trust Series - 07) So||3.35%|
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:
The fund was made available on 6th March 2008.
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.
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.
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.