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CASPeR Ranking #22
Kotak Medium Term Direct Growth
NAV (Fri Sep 06 2024)
₹23
Returns (Since Inception)
6.70%
Category Average
5.72%
Rating
5
Allocation and Holdings
Asset class
Weightage
Unknown
44.85%
Real Estate
3.85%
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Overall rating
Scheme Information
Fund name
Kotak Medium Term Direct Growth
Minimum SIP
100
Risk Level
Moderately High risk
AUM
₹1708.67 Cr
ISIN
INF174K01VQ5
Inception Date
Mar 25 2014
Standard Deviation
1.564
Beta
-
Sharpe Ratio
0.527
Benchmark
Nifty Medium Duration Debt Index TR INR
Expense Ratio
0.660%
Exit Load
NIL
Risk
Moderately High risk
Investment Objective
The investment objective of the scheme is to generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved
Fund Managers
Deepak Agrawal
About the AMC
Kotak Mahindra Asset Management Co Ltd
Phone Number
+91 22 61152100Email Address
fundaccops@kotakmutual.comCorporate Office Address
Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051Overall AUM
₹1708.67 Cr
Website
www.kotakmf.comPopular Fixed Income funds
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frequently asked questions
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What is the current NAV of Kotak Medium Term Direct Growth?
The NAV of Kotak Medium Term Direct Growth is ₹23 as of Fri Sep 06 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
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Who is the fund manager of Kotak Medium Term Direct Growth?
Deepak Agrawal is the current fund manager of Kotak Medium Term Direct Growth as on Sat Sep 07 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
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What is the expense ratio of Kotak Medium Term Direct Growth?
The Expense Ratio of Kotak Medium Term Direct Growth is 66.00% as of Sat Sep 07 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 66.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
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What is the minimum SIP amount of Kotak Medium Term Direct Growth?
The minimum Systematic Investment Plan (SIP) amount required for Kotak Medium Term Direct Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
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What is the minimum lump sum amount required to invest in Kotak Medium Term Direct Growth?
To initiate a lump sum investment in Kotak Medium Term Direct Growth, a minimum initial amount of ₹100 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
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What is risk category of the Kotak Medium Term Direct Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Kotak Medium Term Direct Growth is classified as Moderately High risk.
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What is the category of Kotak Medium Term Direct Growth?
The category of the Kotak Medium Term Direct Growth is Fixed Income.
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