CASPeR Ranking #20
Kotak Medium Term Direct Growth
NAV (Fri Dec 20 2024)
₹24
Returns (Since Inception)
7.03%
Category Average
6.12%
Rating
5
Allocation and Holdings
Asset class
Weightage
Unknown
45.54%
Real Estate
3.10%
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4.5Overall rating
Scheme Information
Fund name
Kotak Medium Term Direct Growth
Minimum SIP
100
Risk Level
Moderately High risk
AUM
₹1823.54 Cr
ISIN
INF174K01VQ5
Inception Date
Mar 25 2014
Standard Deviation
1.606
Beta
-
Sharpe Ratio
0.554
Benchmark
Nifty Medium Duration Debt Index TR INR
Expense Ratio
0.670%
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
₹1823.54 Cr
Website
www.kotakmf.com
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