Kotak Low Duration Fund- Standard Plan-Growth Option
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Min amount: ₹1,500
- Fund Summary
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|Fund Type||Low Duration|
More about this fund
|8.12% Govt Stock 2020||8.99%|
|7.68% Govt Stock 2023||3.89%|
|Rural Electrification Corporation Limited||3.81%|
|SUNDARAM FINANCE LIMITED||3.73%|
|Housing Development Finance Corporation Limited||3.34%|
|05.62 OD SDL 2021||3.28%|
|07.43 CG SDL 2022||3.03%|
|Nabha Power Limited||2.29%|
|Tata Steel Limited||2.2%|
|364 DTB 10092020||2.15%|
About Kotak Low Duration Fund
The key objective of the fund is to generate income through investment primarily in low duration debt & money market securities. There is no warranty that the investment goal of the scheme will be achieved. Investments may be made in such instruments, which, in the opinion of the Fund Manager, are of acceptable credit risk where chances of default are at a minimum.
Benefits of Kotak Low Duration Fund
Kotak Low Duration Fund offers the following benefits:
- The fund is ranked 3 in Low Duration Fund category by Crisil (for quarter ended Sep 2018 ). The rank has been consistent from last quarter. You may continue to stay invested if you have already invested in the scheme.
- This scheme is best suited for investors seeking regular income over short term OR income by concentrating on low duration securities with portfolio Macaulay duration between 6 months to 12 months.
- The maturity period for this scheme is less than a year which shows moderate credit risk to the investor.
Fund Info and Statistics of Kotak Low Duration Fund
i) Inception / Launch date
The Kotak Low Duration Fund was first made available on 06th March 2008.
ii) Risk level
The investment in this scheme would be subject to a Moderate level of risk.
Units can be redeemed by a repurchase/buyback by the fund house. Under usual conditions, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.
iv) Fund Manager
Mr. Deepak Agrawal has been managing the fund since 1st February 2015. He has been affiliated with Kotak AMC since 2000. Mr. Agrawal attained a post-graduate in Commerce from Mumbai University. He is also the Chartered Accountant, Company Secretary and CFA.
v) Entry / Exit load
- Entry Load: NA
Exit Load: NA. Any exit load charged (net off Service Tax, if any) shall be credited back to the Scheme
Tax Benefits of investing in Kotak Low Duration Fund
The short-term capital gains made on sale of units within 1 year from the date of allotment will be taxed at the rate of 15%. The long term capital gains , over and above Rs 1 lakh, made on sale of units after 1 year from the date of allotment will be taxable at the rate of 10% (without indexation).
About Tata Mutual Fund
Kotak Mutual Fund caters to financial needs of individuals and the institutional investors across the globe. It was established in 1985 by Mr. Uday Kotak. It has 79 branches offering mutual funds. It was the harbinger for the private firms capable of managing pension funds in India. It has been providing resolutions for 15+ years for international clients, with services like banking, asset management, investment banking, life insurance, stock broking and general insurance.
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Min amount: ₹1,500
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns